+1,601.6%
INTU vs IEF
+129.4%
+1,472.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.3% | -3.4% |
| 7D | -7.1% | -0.3% | -6.8% | -7.3% |
| 30D | +1.5% | -0.8% | +2.2% | +0.8% |
| 3M | +10.7% | -1.0% | +11.6% | +9.8% |
| 6M | -23.8% | -2.8% | -21.1% | -25.4% |
| YTD | -49.3% | -1.5% | -47.8% | -49.8% |
| 1Y | -49.7% | -0.4% | -49.2% | -49.8% |
| 3Y | -38.0% | +9.7% | -47.7% | -33.6% |
| 5Y | -38.7% | -8.3% | -30.4% | -46.7% |
| 10Y | +221.3% | +4.6% | +216.7% | +230.0% |
| All | +1,601.6% | +129.4% | +1,472.3% | +4,829.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling