+221.6%
INTU vs BUD
-23.7%
+245.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.5% | -3.4% |
| 7D | -7.1% | +0.3% | -7.4% | -7.2% |
| 30D | +1.5% | -5.7% | +7.1% | +3.3% |
| 3M | +10.7% | +3.1% | +7.5% | +9.5% |
| 6M | -23.8% | +7.9% | -31.7% | -26.3% |
| YTD | -49.3% | +27.3% | -76.6% | -53.8% |
| 1Y | -49.7% | +37.8% | -87.5% | -55.5% |
| 3Y | -38.0% | +49.8% | -87.9% | -47.7% |
| 5Y | -38.7% | +43.8% | -82.6% | -48.3% |
| All | +221.6% | -23.7% | +245.3% | +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