+233.5%
INTU vs IBB
+133.2%
+100.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.3% |
| 7D | -3.9% | -1.4% | -2.6% | -3.3% |
| 30D | +12.0% | +6.8% | +5.2% | +6.4% |
| 3M | +2.3% | +9.2% | -6.9% | -5.2% |
| 6M | -12.1% | +28.3% | -40.4% | -28.6% |
| YTD | -47.5% | +29.4% | -76.9% | -58.2% |
| 1Y | -46.9% | +33.2% | -80.1% | -58.7% |
| 3Y | -33.5% | +90.2% | -123.6% | -62.5% |
| 5Y | -41.2% | +44.0% | -85.2% | -58.1% |
| 10Y | +233.5% | +133.1% | +100.4% | +73.9% |
| All | +233.5% | +133.2% | +100.3% | +73.9% |
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