-42.6%
INTU vs IEF
-8.6%
-34.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.4% |
| 7D | -8.5% | -0.3% | -8.1% | -8.3% |
| 30D | -6.1% | -0.6% | -5.6% | -5.9% |
| 3M | +7.3% | -1.0% | +8.3% | +7.8% |
| 6M | -33.2% | -3.1% | -30.2% | -32.3% |
| YTD | -52.2% | -1.9% | -50.3% | -51.8% |
| 1Y | -52.7% | -1.4% | -51.3% | -52.4% |
| 3Y | -41.6% | +9.8% | -51.4% | -45.1% |
| 5Y | -42.6% | -8.8% | -33.8% | -47.2% |
| All | -42.6% | -8.6% | -34.0% | -47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling