+14,002.8%
INTU vs BWA
+3,492.4%
+10,510.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.8% | -6.1% | -4.2% |
| 7D | -7.1% | +5.7% | -12.7% | -8.6% |
| 30D | +1.5% | +1.4% | 0.0% | +0.7% |
| 3M | +10.7% | -12.1% | +22.7% | +13.8% |
| 6M | -23.8% | +28.6% | -52.4% | -31.0% |
| YTD | -49.3% | +51.1% | -100.4% | -57.0% |
| 1Y | -49.7% | +55.9% | -105.5% | -57.8% |
| 3Y | -38.0% | +70.1% | -108.1% | -50.8% |
| 5Y | -38.7% | +90.7% | -129.4% | -53.7% |
| 10Y | +221.3% | +154.0% | +67.4% | +106.1% |
| All | +14,002.8% | +3,492.4% | +10,510.5% | +3,385.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling