-38.5%
INTU vs BN
+85.7%
-124.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.3% |
| 7D | -7.1% | -2.5% | -4.6% | -6.2% |
| 30D | +1.5% | -9.5% | +10.9% | +5.3% |
| 3M | +10.7% | -10.4% | +21.0% | +15.2% |
| 6M | -23.8% | -6.4% | -17.5% | -22.7% |
| YTD | -49.3% | -11.9% | -37.4% | -47.3% |
| 1Y | -49.7% | -8.6% | -41.0% | -48.6% |
| All | -38.5% | +85.7% | -124.2% | -53.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling