-46.9%
INTU vs IRE
-97.4%
+50.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +12.1% | -11.5% | +1.4% |
| 7D | -3.9% | -15.1% | +11.2% | -3.9% |
| 30D | +12.0% | -71.4% | +83.3% | +6.6% |
| 3M | +2.3% | -81.2% | +83.5% | -3.8% |
| 6M | -12.1% | -93.7% | +81.7% | -17.7% |
| YTD | -47.5% | -92.2% | +44.7% | -50.0% |
| 1Y | -46.9% | -97.3% | +50.4% | -50.0% |
| All | -46.9% | -97.4% | +50.5% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling