+1,304.4%
INTU vs IBN
+1,772.2%
-467.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -3.9% | +11.1% | -15.1% | -6.1% |
| 30D | +12.0% | +23.9% | -11.9% | +7.2% |
| 3M | +2.3% | +16.3% | -14.0% | -0.8% |
| 6M | -12.1% | +34.2% | -46.3% | -17.4% |
| YTD | -47.5% | +17.6% | -65.1% | -49.5% |
| 1Y | -46.9% | +13.8% | -60.7% | -48.6% |
| 3Y | -33.5% | +57.0% | -90.5% | -40.1% |
| 5Y | -41.2% | +75.3% | -116.6% | -48.0% |
| 10Y | +233.5% | +388.7% | -155.2% | +135.1% |
| All | +1,304.4% | +1,772.2% | -467.8% | +617.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling