+1,785.9%
INTU vs BRKR
+172.5%
+1,613.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.1% | +2.9% |
| 7D | -3.3% | -8.7% | +5.3% | -1.8% |
| 30D | -3.9% | -9.9% | +5.9% | -2.2% |
| 3M | +16.6% | -3.1% | +19.7% | +15.8% |
| 6M | -26.4% | +45.5% | -71.9% | -33.0% |
| YTD | -51.0% | +13.7% | -64.7% | -53.4% |
| 1Y | -50.8% | +67.4% | -118.2% | -56.7% |
| 3Y | -40.1% | -13.2% | -26.8% | -42.1% |
| 5Y | -41.2% | -39.5% | -1.7% | -39.5% |
| 10Y | +218.6% | +153.5% | +65.1% | +157.4% |
| All | +1,785.9% | +172.5% | +1,613.4% | +1,121.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling