-40.2%
INTU vs BRO
+17.6%
-57.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +2.9% |
| 7D | -3.3% | -7.3% | +4.0% | +1.0% |
| 30D | -3.9% | -6.9% | +2.9% | +0.2% |
| 3M | +16.6% | +10.7% | +6.0% | +10.8% |
| 6M | -26.4% | -2.7% | -23.7% | -25.5% |
| YTD | -51.0% | -16.3% | -34.7% | -46.0% |
| 1Y | -50.8% | -29.1% | -21.7% | -40.6% |
| 3Y | -40.1% | -7.8% | -32.2% | -42.8% |
| All | -40.2% | +17.6% | -57.8% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 5y: compounded portfolio wealth divided by compounded BRO 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…
5y analysis · Full analysis span regression · 6 months rolling