-42.6%
INTU vs BTDR
+24.7%
-67.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -7.1% |
| 3M | +7.3% | -29.2% | +36.5% | +8.2% |
| 6M | -33.2% | +66.2% | -99.4% | -35.4% |
| YTD | -52.2% | +10.0% | -62.2% | -53.1% |
| 1Y | -52.7% | -11.0% | -41.7% | -53.7% |
| 3Y | -41.6% | +6.9% | -48.6% | -46.1% |
| 5Y | -42.6% | +24.7% | -67.3% | -47.9% |
| All | -42.6% | +24.7% | -67.3% | -47.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling