-43.2%
INTU vs BTG
+30.0%
-73.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.5% | +0.5% |
| 7D | +0.1% | -9.1% | +9.1% | +0.8% |
| 30D | +10.1% | -1.6% | +11.7% | +9.9% |
| 3M | -4.2% | -2.8% | -1.4% | -4.4% |
| 6M | -7.2% | -7.6% | +0.4% | -7.3% |
| YTD | -47.7% | +10.2% | -57.9% | -49.6% |
| 1Y | -46.7% | +21.3% | -68.0% | -49.5% |
| 3Y | -34.1% | +82.7% | -116.8% | -44.1% |
| All | -43.2% | +30.0% | -73.2% | -47.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling