-42.2%
INTU vs BN
+29.3%
-71.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.8% | -3.2% |
| 7D | +0.1% | +5.3% | -5.2% | -2.9% |
| 30D | +15.4% | +11.9% | +3.5% | +8.2% |
| 3M | +6.6% | -5.7% | +12.3% | +10.1% |
| 6M | -11.3% | -10.6% | -0.7% | -6.4% |
| YTD | -47.7% | -9.4% | -38.4% | -45.8% |
| 1Y | -47.0% | -8.8% | -38.2% | -45.4% |
| 3Y | -29.9% | +95.6% | -125.6% | -59.8% |
| All | -42.2% | +29.3% | -71.6% | -52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling