-49.7%
INTU vs BROS
-35.3%
-14.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.1% | -3.5% |
| 7D | -7.1% | -6.7% | -0.4% | -6.1% |
| 30D | +1.5% | -29.1% | +30.5% | +6.5% |
| 3M | +10.7% | -16.7% | +27.4% | +12.7% |
| 6M | -23.8% | -11.6% | -12.2% | -24.1% |
| YTD | -49.3% | -23.9% | -25.4% | -48.7% |
| 1Y | -49.7% | -34.8% | -14.9% | -50.6% |
| All | -49.7% | -35.3% | -14.4% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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