+14,729.7%
INTU vs BP
+1,508.3%
+13,221.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -3.6% |
| 7D | +0.1% | -11.6% | +11.7% | +3.9% |
| 30D | +15.4% | 0.0% | +15.4% | +15.0% |
| 3M | +6.6% | +6.7% | -0.2% | +3.8% |
| 6M | -11.3% | +2.2% | -13.5% | -12.7% |
| YTD | -47.7% | +33.0% | -80.7% | -53.2% |
| 1Y | -47.0% | +30.7% | -77.7% | -52.4% |
| 3Y | -29.9% | +44.2% | -74.1% | -40.4% |
| 5Y | -42.2% | +105.1% | -147.4% | -57.5% |
| 10Y | +251.7% | +133.5% | +118.1% | +128.2% |
| All | +14,729.7% | +1,508.3% | +13,221.4% | +6,144.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling