-52.7%
INTU vs IBN
-8.0%
-44.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.2% | -1.7% |
| 7D | -8.5% | -5.1% | -3.4% | -8.9% |
| 30D | -6.1% | -3.5% | -2.6% | -6.3% |
| 3M | +7.3% | +11.3% | -4.0% | +9.2% |
| 6M | -33.2% | +4.4% | -37.7% | -31.9% |
| YTD | -52.2% | -1.8% | -50.4% | -51.0% |
| 1Y | -52.7% | -8.0% | -44.7% | -51.7% |
| All | -52.7% | -8.0% | -44.7% | -51.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling