+2,002.8%
INTU vs IBB
+560.8%
+1,442.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -2.8% |
| 7D | -7.1% | +1.4% | -8.5% | -7.9% |
| 30D | +1.5% | +10.5% | -9.0% | -4.9% |
| 3M | +10.7% | +23.6% | -13.0% | -3.5% |
| 6M | -23.8% | +22.6% | -46.5% | -33.9% |
| YTD | -49.3% | +25.7% | -75.0% | -56.8% |
| 1Y | -49.7% | +51.4% | -101.0% | -62.0% |
| 3Y | -38.0% | +64.4% | -102.4% | -56.2% |
| 5Y | -38.7% | +22.1% | -60.9% | -47.4% |
| 10Y | +221.3% | +132.5% | +88.9% | +87.7% |
| All | +2,002.8% | +560.8% | +1,442.0% | +518.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling