-46.9%
INTU vs IBB
+36.8%
-83.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | -3.9% | -1.4% | -2.6% | -3.9% |
| 30D | +12.0% | +6.8% | +5.2% | +11.8% |
| 3M | +2.3% | +9.2% | -6.9% | +2.2% |
| 6M | -12.1% | +28.3% | -40.4% | -10.7% |
| YTD | -47.5% | +29.4% | -76.9% | -47.7% |
| 1Y | -46.9% | +33.2% | -80.1% | -47.8% |
| All | -46.9% | +36.8% | -83.7% | -47.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling