+209.1%
INTU vs IEF
+4.0%
+205.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.5% |
| 7D | -9.2% | -1.2% | -8.0% | -9.3% |
| 30D | -7.0% | -1.5% | -5.6% | -7.2% |
| 3M | +10.5% | -1.7% | +12.2% | +10.3% |
| 6M | -30.6% | -3.5% | -27.1% | -30.9% |
| YTD | -52.3% | -2.6% | -49.7% | -52.5% |
| 1Y | -51.8% | -2.4% | -49.4% | -51.9% |
| 3Y | -41.8% | +8.9% | -50.8% | -41.3% |
| 5Y | -42.8% | -9.2% | -33.6% | -52.2% |
| All | +209.1% | +4.0% | +205.1% | +203.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling