-45.2%
INTU vs BTI
+24.7%
-69.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.4% | +0.1% | +3.1% |
| 7D | +8.7% | +5.3% | +3.4% | +8.1% |
| 30D | +25.9% | +19.1% | +6.8% | +24.6% |
| 3M | +10.7% | +6.5% | +4.2% | +9.1% |
| 6M | -11.6% | +9.4% | -21.0% | -12.2% |
| YTD | -45.4% | +14.4% | -59.8% | -44.6% |
| 1Y | -45.2% | +23.9% | -69.1% | -43.8% |
| All | -45.2% | +24.7% | -69.9% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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