-51.8%
INTU vs BTSG
+119.4%
-171.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.6% | +6.3% | -0.1% |
| 7D | -9.2% | -5.8% | -3.4% | -8.9% |
| 30D | -7.0% | 0.0% | -7.0% | -7.1% |
| 3M | +10.5% | -4.5% | +15.0% | +8.6% |
| 6M | -30.6% | +40.0% | -70.6% | -37.2% |
| YTD | -52.3% | +54.6% | -106.9% | -57.9% |
| 1Y | -51.8% | +106.1% | -157.9% | -59.8% |
| All | -51.8% | +119.4% | -171.2% | -59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 1y: compounded portfolio wealth divided by compounded BTSG 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…
1y analysis · Full analysis span regression · 6 months rolling