-11.5%
INTU vs IBB
+25.6%
-37.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.4% | -0.8% |
| 7D | -4.1% | +1.6% | -5.8% | -4.1% |
| 30D | +12.8% | +6.7% | +6.1% | +13.3% |
| 3M | +2.1% | +6.3% | -4.2% | +2.9% |
| 6M | -11.5% | +23.9% | -35.4% | -3.0% |
| All | -11.5% | +25.6% | -37.0% | -3.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling