+209.1%
INTU vs BX
+654.4%
-445.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.5% | +1.0% |
| 7D | -9.2% | -8.9% | -0.2% | -5.0% |
| 30D | -7.0% | -14.8% | +7.8% | +0.5% |
| 3M | +10.5% | +6.9% | +3.6% | +6.4% |
| 6M | -30.6% | +16.3% | -46.9% | -36.7% |
| YTD | -52.3% | -16.1% | -36.3% | -49.2% |
| 1Y | -51.8% | -26.8% | -25.0% | -45.3% |
| 3Y | -41.8% | +22.4% | -64.3% | -52.3% |
| 5Y | -42.8% | +16.0% | -58.8% | -53.9% |
| All | +209.1% | +654.4% | -445.4% | +11.3% |
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