-38.5%
INTU vs BUD
+50.2%
-88.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.5% | -3.4% |
| 7D | -7.1% | +0.3% | -7.4% | -7.1% |
| 30D | +1.5% | -5.7% | +7.1% | +2.0% |
| 3M | +10.7% | +3.1% | +7.5% | +10.4% |
| 6M | -23.8% | +7.9% | -31.7% | -24.6% |
| YTD | -49.3% | +27.3% | -76.6% | -52.0% |
| 1Y | -49.7% | +37.8% | -87.5% | -53.4% |
| All | -38.5% | +50.2% | -88.6% | -46.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling