+1,281.6%
INTU vs BR
+1,321.0%
-39.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.4% | 0.0% | -1.3% |
| 7D | -7.1% | -5.3% | -1.8% | -4.0% |
| 30D | +1.5% | +6.4% | -5.0% | -2.2% |
| 3M | +10.7% | +13.6% | -3.0% | +2.6% |
| 6M | -23.8% | -6.7% | -17.1% | -20.4% |
| YTD | -49.3% | -21.1% | -28.2% | -41.4% |
| 1Y | -49.7% | -29.6% | -20.1% | -37.9% |
| 3Y | -38.0% | -2.4% | -35.6% | -37.4% |
| 5Y | -38.7% | +11.2% | -50.0% | -42.3% |
| 10Y | +221.3% | +191.8% | +29.6% | +88.2% |
| All | +1,281.6% | +1,321.0% | -39.4% | +281.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling