+235.3%
INTU vs IBB
+139.6%
+95.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.7% | -2.9% |
| 7D | -3.9% | +2.7% | -6.6% | -6.0% |
| 30D | +11.7% | +6.3% | +5.4% | +6.5% |
| 3M | +4.5% | +11.1% | -6.6% | -4.3% |
| 6M | -13.9% | +29.2% | -43.1% | -30.3% |
| YTD | -48.2% | +30.2% | -78.4% | -58.9% |
| 1Y | -47.1% | +39.5% | -86.6% | -60.3% |
| 3Y | -32.5% | +92.3% | -124.8% | -62.2% |
| 5Y | -42.6% | +43.0% | -85.5% | -58.8% |
| 10Y | +235.3% | +137.1% | +98.2% | +74.6% |
| All | +235.3% | +139.6% | +95.7% | +74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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