+243.1%
INTU vs IP
+26.3%
+216.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.8% | -4.6% | -4.0% |
| 7D | +0.1% | -5.1% | +5.2% | +1.6% |
| 30D | +15.4% | +8.5% | +6.9% | +12.8% |
| 3M | +6.6% | -13.8% | +20.4% | +10.8% |
| 6M | -11.3% | +5.7% | -17.0% | -13.9% |
| YTD | -47.7% | -9.1% | -38.6% | -47.7% |
| 1Y | -47.0% | -0.8% | -46.2% | -48.6% |
| 3Y | -29.9% | +14.8% | -44.7% | -39.2% |
| 5Y | -42.2% | -11.5% | -30.7% | -45.2% |
| All | +243.1% | +26.3% | +216.8% | +170.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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