+236.7%
INTU vs BX
+659.0%
-422.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -0.9% | -0.2% |
| 7D | +0.1% | +0.6% | -0.5% | -0.3% |
| 30D | +10.1% | +14.2% | -4.2% | +3.0% |
| 3M | -4.2% | -18.7% | +14.6% | +5.7% |
| 6M | -7.2% | +2.5% | -9.7% | -9.8% |
| YTD | -47.7% | -18.8% | -28.9% | -43.6% |
| 1Y | -46.7% | -10.3% | -36.4% | -45.4% |
| 3Y | -34.1% | +35.4% | -69.5% | -49.0% |
| 5Y | -43.3% | +0.3% | -43.5% | -50.7% |
| All | +236.7% | +659.0% | -422.2% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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