-51.8%
INTU vs BR
-31.2%
-20.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -9.2% | -6.0% | -3.2% | -3.9% |
| 30D | -7.0% | -0.9% | -6.2% | -6.1% |
| 3M | +10.5% | +16.4% | -5.8% | -4.1% |
| 6M | -30.6% | -8.2% | -22.4% | -26.2% |
| YTD | -52.3% | -23.2% | -29.1% | -42.5% |
| 1Y | -51.8% | -30.9% | -20.9% | -40.6% |
| All | -51.8% | -31.2% | -20.6% | -40.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling