+210.2%
INTU vs IEF
+4.8%
+205.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.6% |
| 7D | -8.5% | -0.3% | -8.2% | -8.5% |
| 30D | -6.1% | -0.6% | -5.6% | -6.2% |
| 3M | +7.3% | -1.0% | +8.3% | +7.2% |
| 6M | -33.2% | -3.1% | -30.2% | -33.5% |
| YTD | -52.2% | -1.9% | -50.3% | -52.3% |
| 1Y | -52.7% | -1.4% | -51.3% | -52.7% |
| 3Y | -41.6% | +9.8% | -51.4% | -41.1% |
| 5Y | -42.6% | -8.8% | -33.8% | -52.2% |
| All | +210.2% | +4.8% | +205.4% | +205.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling