+237.9%
INTU vs IBN
+364.2%
-126.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.6% | +0.2% |
| 7D | -1.2% | +15.8% | -17.0% | -6.2% |
| 30D | +12.4% | +25.1% | -12.6% | +4.1% |
| 3M | +2.3% | +16.0% | -13.7% | -2.9% |
| 6M | -13.3% | +32.8% | -46.1% | -21.6% |
| YTD | -47.9% | +18.0% | -65.9% | -51.2% |
| 1Y | -47.2% | +15.9% | -63.0% | -50.2% |
| 3Y | -33.9% | +57.6% | -91.5% | -45.3% |
| 5Y | -41.3% | +74.7% | -116.0% | -53.2% |
| 10Y | +237.9% | +373.9% | -136.1% | +113.5% |
| All | +237.9% | +364.2% | -126.3% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling