-51.8%
INTU vs BTG
+27.7%
-79.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | -0.4% |
| 7D | -9.2% | -5.5% | -3.7% | -9.3% |
| 30D | -7.0% | +6.1% | -13.1% | -6.9% |
| 3M | +10.5% | +38.6% | -28.1% | +11.9% |
| 6M | -30.6% | +0.7% | -31.3% | -30.4% |
| YTD | -52.3% | +20.3% | -72.7% | -52.3% |
| 1Y | -51.8% | +25.0% | -76.9% | -54.2% |
| All | -51.8% | +27.7% | -79.5% | -54.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling