-45.2%
INTU vs BOXX
+4.1%
-49.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.4% | +3.1% |
| 7D | +8.7% | +0.1% | +8.6% | +7.5% |
| 30D | +25.9% | +0.4% | +25.5% | +20.0% |
| 3M | +10.7% | +1.0% | +9.7% | -6.7% |
| 6M | -11.6% | +2.0% | -13.5% | -37.7% |
| YTD | -45.4% | +3.3% | -48.7% | -65.7% |
| 1Y | -45.2% | +4.1% | -49.3% | -68.6% |
| All | -45.2% | +4.1% | -49.3% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 1y: compounded portfolio wealth divided by compounded BOXX 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…
1y analysis · Full analysis span regression · 6 months rolling