-41.5%
INTU vs BTG
+99.9%
-141.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.2% | -1.6% |
| 7D | -8.5% | +2.4% | -10.9% | -8.5% |
| 30D | -6.1% | +9.5% | -15.6% | -6.4% |
| 3M | +7.3% | +38.5% | -31.2% | +6.2% |
| 6M | -33.2% | +5.6% | -38.9% | -33.4% |
| YTD | -52.2% | +23.9% | -76.1% | -53.0% |
| 1Y | -52.7% | +32.1% | -84.8% | -54.1% |
| All | -41.5% | +99.9% | -141.4% | -45.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling