+211.1%
INTU vs CI
+142.6%
+68.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.8% | -2.3% | -3.6% |
| 7D | -7.5% | -2.0% | -5.5% | -7.0% |
| 30D | -1.9% | -1.8% | -0.1% | -1.5% |
| 3M | +4.9% | -4.2% | +9.1% | +5.9% |
| 6M | -33.2% | +2.7% | -35.9% | -34.2% |
| YTD | -51.4% | +1.9% | -53.3% | -52.1% |
| 1Y | -52.0% | -6.3% | -45.7% | -52.0% |
| 3Y | -40.7% | +3.9% | -44.5% | -44.7% |
| 5Y | -41.7% | +41.9% | -83.6% | -52.5% |
| 10Y | +211.1% | +140.4% | +70.7% | +113.6% |
| All | +211.1% | +142.6% | +68.5% | +113.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling