-33.9%
INTU vs BTI
+147.6%
-181.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.6% | +0.5% |
| 7D | -1.2% | -0.1% | -1.1% | -1.2% |
| 30D | +12.4% | +9.6% | +2.9% | +11.6% |
| 3M | +2.3% | +8.3% | -6.0% | +1.5% |
| 6M | -13.3% | +7.5% | -20.8% | -13.9% |
| YTD | -47.9% | +12.3% | -60.1% | -48.4% |
| 1Y | -47.2% | +16.2% | -63.4% | -47.9% |
| 3Y | -33.9% | +148.0% | -181.9% | -41.7% |
| All | -33.9% | +147.6% | -181.5% | -41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling