-45.2%
INTU vs IEF
-1.9%
-43.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +2.9% | +3.0% |
| 7D | +8.7% | +0.9% | +7.8% | +7.9% |
| 30D | +25.9% | +3.1% | +22.8% | +23.8% |
| 3M | +10.7% | -1.4% | +12.1% | +9.0% |
| 6M | -11.6% | -1.6% | -10.0% | -12.6% |
| YTD | -45.4% | -2.1% | -43.3% | -46.5% |
| 1Y | -45.2% | -2.0% | -43.2% | -46.6% |
| All | -45.2% | -1.9% | -43.3% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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