+13,469.6%
INTU vs BRO
+14,228.2%
-758.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.9% | -0.7% |
| 7D | -8.5% | -7.6% | -0.8% | -5.8% |
| 30D | -6.1% | -6.9% | +0.7% | -3.6% |
| 3M | +7.3% | +12.8% | -5.5% | +3.2% |
| 6M | -33.2% | -5.9% | -27.4% | -31.9% |
| YTD | -52.2% | -15.9% | -36.3% | -49.3% |
| 1Y | -52.7% | -28.1% | -24.5% | -47.2% |
| 3Y | -41.6% | -7.0% | -34.6% | -41.2% |
| 5Y | -42.6% | +18.0% | -60.6% | -46.5% |
| 10Y | +211.0% | +293.9% | -82.9% | +106.5% |
| All | +13,469.6% | +14,228.2% | -758.6% | +6,024.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling