+233.5%
INTU vs BTI
+124.3%
+109.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.3% | +0.5% |
| 7D | -3.9% | -3.0% | -0.9% | -3.0% |
| 30D | +12.0% | +9.8% | +2.2% | +8.9% |
| 3M | +2.3% | +9.2% | -6.9% | -0.3% |
| 6M | -12.1% | +4.0% | -16.1% | -13.5% |
| YTD | -47.5% | +12.7% | -60.2% | -50.1% |
| 1Y | -46.9% | +15.9% | -62.8% | -50.0% |
| 3Y | -33.5% | +148.9% | -182.4% | -53.4% |
| 5Y | -41.2% | +152.8% | -194.0% | -59.8% |
| 10Y | +233.5% | +124.2% | +109.3% | +107.0% |
| All | +233.5% | +124.3% | +109.3% | +107.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling