-40.7%
INTU vs BND
+13.3%
-53.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.1% | -4.1% |
| 7D | -7.5% | +0.1% | -7.7% | -7.6% |
| 30D | -1.9% | -0.4% | -1.6% | -1.8% |
| 3M | +4.9% | -0.2% | +5.1% | +5.0% |
| 6M | -33.2% | -1.2% | -32.0% | -32.8% |
| YTD | -51.4% | -0.3% | -51.1% | -51.4% |
| 1Y | -52.0% | +0.4% | -52.4% | -52.1% |
| 3Y | -40.7% | +13.4% | -54.1% | -46.3% |
| All | -40.7% | +13.3% | -53.9% | -46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling