+224.6%
INTU vs CI
+147.1%
+77.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.1% | -3.0% |
| 7D | -7.1% | +1.3% | -8.4% | -7.4% |
| 30D | +1.5% | +4.4% | -3.0% | +0.2% |
| 3M | +10.7% | +0.7% | +10.0% | +10.2% |
| 6M | -23.8% | +0.3% | -24.2% | -24.5% |
| YTD | -49.3% | +3.8% | -53.1% | -50.3% |
| 1Y | -49.7% | -5.5% | -44.2% | -49.8% |
| 3Y | -38.0% | +8.1% | -46.1% | -42.9% |
| 5Y | -38.7% | +42.8% | -81.5% | -50.1% |
| All | +224.6% | +147.1% | +77.5% | +121.7% |
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