-41.5%
INTU vs BTDR
+7.6%
-49.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.1% | -1.5% |
| 7D | -8.5% | +14.8% | -23.3% | -8.8% |
| 30D | -6.1% | +41.8% | -47.9% | -7.2% |
| 3M | +7.3% | -29.2% | +36.5% | +8.4% |
| 6M | -33.2% | +66.2% | -99.4% | -35.8% |
| YTD | -52.2% | +10.0% | -62.2% | -53.2% |
| 1Y | -52.7% | -11.0% | -41.7% | -53.9% |
| All | -41.5% | +7.6% | -49.1% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 3y: compounded portfolio wealth divided by compounded BTDR 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…
3y analysis · Full analysis span regression · 6 months rolling