+1,257.4%
INTU vs IBN
+1,532.9%
-275.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.6% | -3.2% |
| 7D | -7.1% | +1.4% | -8.5% | -7.3% |
| 30D | +1.5% | -0.3% | +1.8% | +1.5% |
| 3M | +10.7% | +17.1% | -6.4% | +7.0% |
| 6M | -23.8% | +3.4% | -27.2% | -24.7% |
| YTD | -49.3% | +2.5% | -51.8% | -49.8% |
| 1Y | -49.7% | -4.2% | -45.5% | -49.5% |
| 3Y | -38.0% | +32.4% | -70.4% | -42.3% |
| 5Y | -38.7% | +59.2% | -97.9% | -44.8% |
| 10Y | +221.3% | +345.7% | -124.3% | +130.5% |
| All | +1,257.4% | +1,532.9% | -275.6% | +612.8% |
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 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