+14,738.3%
INTU vs BTI
+5,825.2%
+8,913.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -0.9% | +0.1% |
| 7D | +0.1% | +1.6% | -1.6% | -0.3% |
| 30D | +10.1% | +9.2% | +0.8% | +7.9% |
| 3M | -4.2% | +9.6% | -13.8% | -6.1% |
| 6M | -7.2% | -2.4% | -4.8% | -6.8% |
| YTD | -47.7% | +14.2% | -61.9% | -49.6% |
| 1Y | -46.7% | +20.3% | -67.0% | -49.3% |
| 3Y | -34.1% | +147.4% | -181.5% | -47.7% |
| 5Y | -43.3% | +155.4% | -198.7% | -55.6% |
| 10Y | +232.6% | +127.3% | +105.3% | +161.1% |
| All | +14,738.3% | +5,825.2% | +8,913.1% | +6,350.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling