-49.2%
INTU vs IRE
-97.3%
+48.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -1.1% |
| 7D | -3.9% | -15.5% | +11.6% | -3.7% |
| 30D | +11.7% | -70.4% | +82.1% | +7.1% |
| 3M | +4.5% | -81.6% | +86.1% | -1.2% |
| 6M | -13.9% | -94.7% | +80.8% | -18.7% |
| YTD | -48.2% | -91.8% | +43.5% | -50.6% |
| 1Y | -47.1% | -97.6% | +50.4% | -48.7% |
| All | -49.2% | -97.3% | +48.1% | -51.1% |
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