+209.1%
INTU vs BNS
+187.0%
+22.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.8% |
| 7D | -9.2% | -2.2% | -7.0% | -8.0% |
| 30D | -7.0% | +4.5% | -11.5% | -9.6% |
| 3M | +10.5% | +14.9% | -4.4% | +1.4% |
| 6M | -30.6% | +32.5% | -63.1% | -41.8% |
| YTD | -52.3% | +28.6% | -80.9% | -59.6% |
| 1Y | -51.8% | +48.4% | -100.2% | -62.6% |
| 3Y | -41.8% | +130.8% | -172.6% | -66.2% |
| 5Y | -42.8% | +94.8% | -137.6% | -62.9% |
| All | +209.1% | +187.0% | +22.1% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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