+211.0%
INTU vs BWA
+142.7%
+68.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.2% |
| 7D | -8.5% | +0.1% | -8.6% | -8.5% |
| 30D | -6.1% | -5.6% | -0.6% | -5.1% |
| 3M | +7.3% | -10.7% | +18.0% | +9.6% |
| 6M | -33.2% | +23.2% | -56.4% | -38.2% |
| YTD | -52.2% | +46.0% | -98.2% | -58.8% |
| 1Y | -52.7% | +51.2% | -103.8% | -59.8% |
| 3Y | -41.6% | +69.6% | -111.2% | -53.5% |
| 5Y | -42.6% | +86.6% | -129.2% | -56.8% |
| 10Y | +211.0% | +152.3% | +58.7% | +96.0% |
| All | +211.0% | +142.7% | +68.3% | +96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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