+243.1%
INTU vs CI
+166.5%
+76.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.6% | -1.1% | -3.0% |
| 7D | +0.1% | -1.6% | +1.7% | +0.6% |
| 30D | +15.4% | +5.4% | +10.0% | +13.9% |
| 3M | +6.6% | +7.3% | -0.7% | +4.7% |
| 6M | -11.3% | +5.3% | -16.6% | -12.8% |
| YTD | -47.7% | +8.5% | -56.2% | -49.3% |
| 1Y | -47.0% | +17.1% | -64.1% | -49.8% |
| 3Y | -29.9% | +1.4% | -31.3% | -33.5% |
| 5Y | -42.2% | +50.5% | -92.7% | -53.6% |
| All | +243.1% | +166.5% | +76.6% | +129.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling