+13,419.0%
INTU vs BNY
+4,588.2%
+8,830.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -9.2% | -1.1% | -8.1% | -8.8% |
| 30D | -7.0% | +1.4% | -8.5% | -7.6% |
| 3M | +10.5% | +16.8% | -6.3% | +4.0% |
| 6M | -30.6% | +42.0% | -72.6% | -39.4% |
| YTD | -52.3% | +41.9% | -94.3% | -58.5% |
| 1Y | -51.8% | +59.2% | -111.0% | -59.8% |
| 3Y | -41.8% | +290.9% | -332.7% | -65.1% |
| 5Y | -42.8% | +259.0% | -301.9% | -64.7% |
| 10Y | +209.9% | +413.0% | -203.2% | +62.1% |
| All | +13,419.0% | +4,588.2% | +8,830.8% | +2,570.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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