+217.8%
INTU vs IJR
+172.1%
+45.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.3% | +2.4% |
| 7D | -3.3% | -2.2% | -1.2% | -1.8% |
| 30D | -3.9% | -4.6% | +0.7% | -0.6% |
| 3M | +16.6% | +0.2% | +16.4% | +16.1% |
| 6M | -26.4% | +14.7% | -41.2% | -34.4% |
| YTD | -51.0% | +18.9% | -69.9% | -57.7% |
| 1Y | -50.8% | +19.9% | -70.7% | -57.8% |
| 3Y | -40.1% | +53.0% | -93.1% | -58.7% |
| 5Y | -41.2% | +40.9% | -82.1% | -56.3% |
| All | +217.8% | +172.1% | +45.7% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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