+237.9%
INTU vs BP
+124.7%
+113.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -1.2% | -6.3% | +5.1% | +0.2% |
| 30D | +12.4% | -3.6% | +16.1% | +13.1% |
| 3M | +2.3% | +5.2% | -3.0% | +0.5% |
| 6M | -13.3% | +5.3% | -18.6% | -15.0% |
| YTD | -47.9% | +33.1% | -81.0% | -52.2% |
| 1Y | -47.2% | +26.3% | -73.4% | -51.0% |
| 3Y | -33.9% | +47.5% | -81.4% | -42.2% |
| 5Y | -41.3% | +106.2% | -147.5% | -54.6% |
| 10Y | +237.9% | +127.0% | +110.9% | +166.6% |
| All | +237.9% | +124.7% | +113.2% | +166.6% |
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