+1,285.3%
INTU vs BND
+74.6%
+1,210.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.5% |
| 7D | +0.1% | -1.4% | +1.5% | +0.1% |
| 30D | +10.1% | +0.6% | +9.5% | +10.1% |
| 3M | -4.2% | -1.6% | -2.6% | -4.1% |
| 6M | -7.2% | -1.5% | -5.7% | -7.2% |
| YTD | -47.7% | -1.5% | -46.2% | -47.7% |
| 1Y | -46.7% | -1.1% | -45.6% | -46.7% |
| 3Y | -34.1% | +13.6% | -47.7% | -34.1% |
| 5Y | -43.3% | -1.8% | -41.5% | -46.8% |
| 10Y | +232.6% | +17.0% | +215.6% | +264.0% |
| All | +1,285.3% | +74.6% | +1,210.7% | +2,081.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling