+1,280.6%
INTU vs BUD
+214.6%
+1,066.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.5% | -2.3% | -3.2% |
| 7D | +0.1% | +4.5% | -4.3% | -1.4% |
| 30D | +15.4% | +12.5% | +2.9% | +10.9% |
| 3M | +6.6% | 0.0% | +6.6% | +6.7% |
| 6M | -11.3% | +3.8% | -15.1% | -12.7% |
| YTD | -47.7% | +33.1% | -80.8% | -53.5% |
| 1Y | -47.0% | +35.5% | -82.5% | -53.3% |
| 3Y | -29.9% | +49.4% | -79.3% | -41.5% |
| 5Y | -42.2% | +48.0% | -90.3% | -52.1% |
| 10Y | +251.7% | -8.6% | +260.2% | +225.8% |
| All | +1,280.6% | +214.6% | +1,066.0% | +700.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling