+1,325.6%
INTU vs BR
+1,481.8%
-156.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.1% |
| 7D | +0.1% | +1.1% | -1.0% | -0.6% |
| 30D | +10.1% | +14.4% | -4.3% | +1.6% |
| 3M | -4.2% | +12.4% | -16.6% | -10.4% |
| 6M | -7.2% | +35.4% | -42.7% | -22.2% |
| YTD | -47.7% | -12.2% | -35.5% | -43.2% |
| 1Y | -46.7% | -12.7% | -34.0% | -41.9% |
| 3Y | -34.1% | +14.3% | -48.3% | -39.3% |
| 5Y | -43.3% | +19.3% | -62.6% | -48.7% |
| 10Y | +232.6% | +278.1% | -45.6% | +71.5% |
| All | +1,325.6% | +1,481.8% | -156.3% | +270.3% |
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