-43.2%
INTU vs BUD
+51.6%
-94.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.1% |
| 7D | +0.1% | +1.0% | -1.0% | -0.3% |
| 30D | +10.1% | +6.7% | +3.4% | +7.8% |
| 3M | -4.2% | +5.7% | -9.9% | -5.8% |
| 6M | -7.2% | +5.8% | -13.0% | -9.1% |
| YTD | -47.7% | +34.4% | -82.1% | -53.7% |
| 1Y | -46.7% | +33.3% | -80.0% | -52.7% |
| 3Y | -34.1% | +48.8% | -82.9% | -45.8% |
| All | -43.2% | +51.6% | -94.8% | -55.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling