+211.1%
INTU vs BP
+126.3%
+84.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.4% | -6.6% | -4.7% |
| 7D | -7.5% | +0.9% | -8.5% | -7.8% |
| 30D | -1.9% | +9.1% | -11.1% | -4.2% |
| 3M | +4.9% | +3.9% | +0.9% | +3.4% |
| 6M | -33.2% | +13.6% | -46.8% | -35.8% |
| YTD | -51.4% | +34.0% | -85.4% | -55.4% |
| 1Y | -52.0% | +39.2% | -91.2% | -56.5% |
| 3Y | -40.7% | +36.4% | -77.1% | -46.9% |
| 5Y | -41.7% | +135.8% | -177.5% | -56.8% |
| 10Y | +211.1% | +125.0% | +86.1% | +132.3% |
| All | +211.1% | +126.3% | +84.9% | +132.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling