+14,280.5%
INTU vs BTI
+5,115.9%
+9,164.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -3.1% |
| 7D | -7.1% | -1.4% | -5.7% | -6.8% |
| 30D | +1.5% | -6.6% | +8.1% | +3.0% |
| 3M | +10.7% | -3.0% | +13.7% | +11.3% |
| 6M | -23.8% | -6.7% | -17.2% | -23.1% |
| YTD | -49.3% | +0.6% | -49.9% | -49.8% |
| 1Y | -49.7% | +5.6% | -55.3% | -50.8% |
| 3Y | -38.0% | +110.3% | -148.3% | -49.0% |
| 5Y | -38.7% | +114.3% | -153.0% | -50.1% |
| 10Y | +221.3% | +67.7% | +153.7% | +168.9% |
| All | +14,280.5% | +5,115.9% | +9,164.5% | +6,331.5% |
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 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