+210.2%
INTU vs BND
+15.8%
+194.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.3% | -1.4% |
| 7D | -8.5% | -0.1% | -8.3% | -8.3% |
| 30D | -6.1% | -0.2% | -5.9% | -5.9% |
| 3M | +7.3% | -0.7% | +8.0% | +7.9% |
| 6M | -33.2% | -1.7% | -31.6% | -32.3% |
| YTD | -52.2% | -0.5% | -51.6% | -52.0% |
| 1Y | -52.7% | +0.4% | -53.0% | -52.9% |
| 3Y | -41.6% | +13.1% | -54.8% | -47.9% |
| 5Y | -42.6% | -2.1% | -40.6% | -44.6% |
| All | +210.2% | +15.8% | +194.4% | +211.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 10y: compounded portfolio wealth divided by compounded BND 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…
10y analysis · Full analysis span regression · 6 months rolling