+15,309.0%
INTU vs IP
+244.4%
+15,064.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.5% | +0.6% |
| 7D | +7.1% | -5.0% | +12.1% | +8.7% |
| 30D | +23.0% | +6.5% | +16.5% | +20.8% |
| 3M | +8.7% | -18.0% | +26.7% | +14.8% |
| 6M | -10.1% | +10.3% | -20.4% | -13.9% |
| YTD | -45.7% | -9.9% | -35.8% | -45.6% |
| 1Y | -45.1% | -1.1% | -44.0% | -46.6% |
| 3Y | -26.9% | +13.0% | -39.9% | -34.5% |
| 5Y | -40.0% | -12.3% | -27.7% | -42.2% |
| 10Y | +265.4% | +26.8% | +238.5% | +198.9% |
| All | +15,309.0% | +244.4% | +15,064.5% | +7,092.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling