+209.1%
INTU vs BTG
+158.3%
+50.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | -0.2% |
| 7D | -9.2% | -5.5% | -3.7% | -8.8% |
| 30D | -7.0% | +6.1% | -13.1% | -7.5% |
| 3M | +10.5% | +38.6% | -28.1% | +7.5% |
| 6M | -30.6% | +0.7% | -31.3% | -31.1% |
| YTD | -52.3% | +20.3% | -72.7% | -53.7% |
| 1Y | -51.8% | +25.0% | -76.9% | -53.5% |
| 3Y | -41.8% | +97.3% | -139.1% | -47.1% |
| 5Y | -42.8% | +78.3% | -121.2% | -47.8% |
| All | +209.1% | +158.3% | +50.8% | +189.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling