-43.2%
INTU vs BND
-1.7%
-41.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.6% |
| 7D | +0.1% | -1.4% | +1.5% | +1.6% |
| 30D | +10.1% | +0.6% | +9.5% | +9.5% |
| 3M | -4.2% | -1.6% | -2.6% | -2.5% |
| 6M | -7.2% | -1.5% | -5.7% | -5.7% |
| YTD | -47.7% | -1.5% | -46.2% | -46.9% |
| 1Y | -46.7% | -1.1% | -45.6% | -46.1% |
| 3Y | -34.1% | +13.6% | -47.7% | -44.3% |
| All | -43.2% | -1.7% | -41.5% | -46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling