+1,628.3%
INTU vs BNS
+1,492.9%
+135.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -2.9% |
| 7D | -7.1% | +1.5% | -8.6% | -7.7% |
| 30D | +1.5% | +6.0% | -4.5% | -1.6% |
| 3M | +10.7% | +16.3% | -5.7% | +2.5% |
| 6M | -23.8% | +28.8% | -52.6% | -33.2% |
| YTD | -49.3% | +30.0% | -79.3% | -55.9% |
| 1Y | -49.7% | +50.7% | -100.4% | -59.2% |
| 3Y | -38.0% | +125.4% | -163.4% | -58.8% |
| 5Y | -38.7% | +94.2% | -133.0% | -56.2% |
| 10Y | +221.3% | +182.8% | +38.5% | +89.6% |
| All | +1,628.3% | +1,492.9% | +135.4% | +473.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling