+236.7%
INTU vs BR
+277.7%
-41.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | 0.0% |
| 7D | +0.1% | +1.1% | -1.0% | -0.8% |
| 30D | +10.1% | +14.4% | -4.3% | -1.3% |
| 3M | -4.2% | +12.4% | -16.6% | -12.6% |
| 6M | -7.2% | +35.4% | -42.7% | -27.2% |
| YTD | -47.7% | -12.2% | -35.5% | -41.9% |
| 1Y | -46.7% | -12.7% | -34.0% | -40.4% |
| 3Y | -34.1% | +14.3% | -48.3% | -42.5% |
| 5Y | -43.3% | +19.3% | -62.6% | -52.7% |
| All | +236.7% | +277.7% | -41.0% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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