-51.9%
INTU vs IRM
+30.1%
-82.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.5% | -4.2% |
| 7D | -7.5% | +1.6% | -9.2% | -7.4% |
| 30D | -1.9% | -4.2% | +2.2% | -2.5% |
| 3M | +4.9% | -5.4% | +10.2% | +4.2% |
| 6M | -33.2% | +12.0% | -45.2% | -34.8% |
| YTD | -51.4% | +42.0% | -93.4% | -55.4% |
| All | -51.9% | +30.1% | -82.1% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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