-38.4%
INTU vs IBB
+22.5%
-60.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -2.8% |
| 7D | -7.1% | +1.4% | -8.5% | -8.0% |
| 30D | +1.5% | +10.5% | -9.0% | -5.9% |
| 3M | +10.7% | +23.6% | -13.0% | -5.9% |
| 6M | -23.8% | +22.6% | -46.5% | -35.6% |
| YTD | -49.3% | +25.7% | -75.0% | -58.2% |
| 1Y | -49.7% | +51.4% | -101.0% | -64.7% |
| 3Y | -38.0% | +64.4% | -102.4% | -61.2% |
| All | -38.4% | +22.5% | -60.9% | -52.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling