+211.0%
INTU vs IBN
+312.2%
-101.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.2% | -1.0% |
| 7D | -8.5% | -5.1% | -3.4% | -6.8% |
| 30D | -6.1% | -3.5% | -2.6% | -5.0% |
| 3M | +7.3% | +11.3% | -4.0% | +3.4% |
| 6M | -33.2% | +4.4% | -37.7% | -34.6% |
| YTD | -52.2% | -1.8% | -50.4% | -52.3% |
| 1Y | -52.7% | -8.0% | -44.7% | -51.8% |
| 3Y | -41.6% | +27.1% | -68.7% | -47.8% |
| 5Y | -42.6% | +54.5% | -97.1% | -52.0% |
| 10Y | +211.0% | +314.2% | -103.2% | +107.8% |
| All | +211.0% | +312.2% | -101.2% | +107.8% |
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