-29.9%
INTU vs IBB
+78.6%
-108.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.7% | -5.5% | -4.3% |
| 7D | +0.1% | -1.8% | +1.9% | +0.6% |
| 30D | +15.4% | +5.1% | +10.4% | +13.4% |
| 3M | +6.6% | +10.7% | -4.1% | +2.5% |
| 6M | -11.3% | +22.9% | -34.2% | -18.1% |
| YTD | -47.7% | +26.7% | -74.4% | -52.7% |
| 1Y | -47.0% | +35.1% | -82.1% | -53.7% |
| 3Y | -29.9% | +80.2% | -110.1% | -48.3% |
| All | -29.9% | +78.6% | -108.6% | -48.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling