-45.2%
INTU vs BP
+35.3%
-80.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.2% | +7.6% | +3.3% |
| 7D | +8.7% | -8.4% | +17.1% | +8.3% |
| 30D | +25.9% | +2.2% | +23.6% | +25.6% |
| 3M | +10.7% | +8.8% | +1.9% | +10.6% |
| 6M | -11.6% | -0.5% | -11.1% | -12.8% |
| YTD | -45.4% | +36.2% | -81.6% | -40.7% |
| 1Y | -45.2% | +36.6% | -81.8% | -42.0% |
| All | -45.2% | +35.3% | -80.5% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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