+1,253.5%
INTU vs BTG
+392.0%
+861.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.4% | -2.0% | -3.3% |
| 7D | -7.1% | -0.9% | -6.2% | -7.1% |
| 30D | +1.5% | +36.8% | -35.4% | 0.0% |
| 3M | +10.7% | +23.1% | -12.4% | +9.5% |
| 6M | -23.8% | +3.5% | -27.3% | -24.3% |
| YTD | -49.3% | +25.5% | -74.8% | -50.2% |
| 1Y | -49.7% | +40.1% | -89.8% | -50.9% |
| 3Y | -38.0% | +101.1% | -139.1% | -40.9% |
| 5Y | -38.7% | +70.6% | -109.3% | -41.4% |
| 10Y | +221.3% | +152.1% | +69.2% | +202.1% |
| All | +1,253.5% | +392.0% | +861.5% | +1,158.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling