+1,175.1%
INTU vs BX
+927.0%
+248.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -3.0% |
| 7D | -7.1% | -4.4% | -2.7% | -5.8% |
| 30D | +1.5% | +0.1% | +1.4% | +1.5% |
| 3M | +10.7% | +16.0% | -5.4% | +5.6% |
| 6M | -23.8% | +21.6% | -45.5% | -28.8% |
| YTD | -49.3% | -8.9% | -40.4% | -48.5% |
| 1Y | -49.7% | -16.6% | -33.0% | -47.7% |
| 3Y | -38.0% | +43.3% | -81.3% | -46.2% |
| 5Y | -38.7% | +25.7% | -64.4% | -45.5% |
| 10Y | +221.3% | +689.5% | -468.2% | +85.6% |
| All | +1,175.1% | +927.0% | +248.1% | +486.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling