+209.1%
INTU vs BR
+190.5%
+18.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -9.2% | -6.0% | -3.2% | -4.5% |
| 30D | -7.0% | -0.9% | -6.2% | -6.2% |
| 3M | +10.5% | +16.4% | -5.8% | -2.2% |
| 6M | -30.6% | -8.2% | -22.4% | -25.6% |
| YTD | -52.3% | -23.2% | -29.1% | -41.1% |
| 1Y | -51.8% | -30.9% | -20.9% | -35.4% |
| 3Y | -41.8% | -5.0% | -36.8% | -41.1% |
| 5Y | -42.8% | +8.8% | -51.6% | -48.6% |
| All | +209.1% | +190.5% | +18.5% | +48.5% |
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