-46.7%
INTU vs IRE
-98.0%
+51.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -33.9% | +33.4% | -2.3% |
| 7D | +7.1% | -57.1% | +64.3% | +3.3% |
| 30D | +23.0% | -84.4% | +107.4% | +13.7% |
| 3M | +8.7% | -85.0% | +93.7% | +1.2% |
| 6M | -10.1% | -95.2% | +85.1% | -16.5% |
| YTD | -45.7% | -93.9% | +48.3% | -49.3% |
| 1Y | -45.1% | -98.8% | +53.7% | -47.3% |
| All | -46.7% | -98.0% | +51.3% | -49.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling