+1,242.6%
INTU vs BND
+76.8%
+1,165.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -7.1% | -0.1% | -6.9% | -7.1% |
| 30D | +1.5% | -0.4% | +1.8% | +1.5% |
| 3M | +10.7% | -0.6% | +11.3% | +10.7% |
| 6M | -23.8% | -1.4% | -22.4% | -23.8% |
| YTD | -49.3% | -0.2% | -49.1% | -49.3% |
| 1Y | -49.7% | +1.3% | -50.9% | -49.7% |
| 3Y | -38.0% | +13.2% | -51.2% | -38.1% |
| 5Y | -38.7% | -1.6% | -37.2% | -42.8% |
| 10Y | +221.3% | +15.5% | +205.9% | +242.1% |
| All | +1,242.6% | +76.8% | +1,165.8% | +2,013.0% |
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