+211.0%
INTU vs BTI
+68.1%
+142.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.1% |
| 7D | -8.5% | -2.4% | -6.0% | -7.8% |
| 30D | -6.1% | -4.8% | -1.4% | -4.7% |
| 3M | +7.3% | -8.1% | +15.4% | +10.0% |
| 6M | -33.2% | -4.2% | -29.0% | -32.8% |
| YTD | -52.2% | -1.3% | -50.9% | -52.6% |
| 1Y | -52.7% | +2.1% | -54.8% | -53.7% |
| 3Y | -41.6% | +108.9% | -150.5% | -56.7% |
| 5Y | -42.6% | +114.5% | -157.1% | -58.6% |
| 10Y | +211.0% | +72.2% | +138.8% | +114.5% |
| All | +211.0% | +68.1% | +142.9% | +114.5% |
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