+235.3%
INTU vs BUD
-8.7%
+244.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.4% |
| 7D | -3.9% | +1.3% | -5.3% | -4.3% |
| 30D | +11.7% | +10.0% | +1.7% | +8.5% |
| 3M | +4.5% | +1.6% | +2.9% | +4.0% |
| 6M | -13.9% | +6.5% | -20.4% | -15.7% |
| YTD | -48.2% | +34.8% | -83.1% | -53.7% |
| 1Y | -47.1% | +36.5% | -83.6% | -53.0% |
| 3Y | -32.5% | +49.0% | -81.5% | -42.7% |
| 5Y | -42.6% | +51.7% | -94.2% | -52.2% |
| 10Y | +235.3% | -7.5% | +242.8% | +195.0% |
| All | +235.3% | -8.7% | +244.0% | +195.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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