-44.8%
INTU vs BRKR
+62.4%
-107.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +12.9% | -9.4% | +3.3% |
| 7D | +8.7% | +2.9% | +5.8% | +8.5% |
| 30D | +25.9% | -0.1% | +26.0% | +25.8% |
| 3M | +10.7% | +26.9% | -16.2% | +9.5% |
| 6M | -11.6% | +75.6% | -87.2% | -17.6% |
| YTD | -45.4% | +35.8% | -81.2% | -45.1% |
| All | -44.8% | +62.4% | -107.2% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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