-47.5%
INTU vs BN
-6.6%
-40.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.8% | -4.8% | -2.1% |
| 7D | -3.9% | +3.6% | -7.6% | -5.0% |
| 30D | +11.7% | +15.9% | -4.1% | +6.9% |
| 3M | +4.5% | -2.3% | +6.8% | +4.1% |
| 6M | -13.9% | -8.4% | -5.5% | -13.1% |
| YTD | -48.2% | -5.9% | -42.3% | -47.4% |
| All | -47.5% | -6.6% | -40.8% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling