-47.5%
INTU vs BUD
+37.1%
-84.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.0% |
| 7D | -3.9% | +1.3% | -5.3% | -4.0% |
| 30D | +11.7% | +10.0% | +1.7% | +12.2% |
| 3M | +4.5% | +1.6% | +2.9% | +2.8% |
| 6M | -13.9% | +6.5% | -20.4% | -13.7% |
| YTD | -48.2% | +34.8% | -83.1% | -47.2% |
| All | -47.5% | +37.1% | -84.6% | -46.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling