+14,729.7%
INTU vs BN
+32,559.2%
-17,829.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.8% | -3.4% |
| 7D | +0.1% | +5.3% | -5.2% | -1.9% |
| 30D | +15.4% | +11.9% | +3.5% | +10.5% |
| 3M | +6.6% | -5.7% | +12.3% | +9.1% |
| 6M | -11.3% | -10.6% | -0.7% | -7.9% |
| YTD | -47.7% | -9.4% | -38.4% | -46.3% |
| 1Y | -47.0% | -8.8% | -38.2% | -45.8% |
| 3Y | -29.9% | +95.6% | -125.6% | -47.6% |
| 5Y | -42.2% | +30.2% | -72.4% | -49.6% |
| 10Y | +251.7% | +277.0% | -25.4% | +111.0% |
| All | +14,729.7% | +32,559.2% | -17,829.6% | +3,038.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling