+12.5%
IVV vs INTU
-46.8%
+59.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.6% | +1.3% |
| 7D | -0.9% | -3.9% | +3.0% | -0.9% |
| 30D | -2.3% | +12.0% | -14.3% | -2.5% |
| 3M | -1.2% | +2.3% | -3.5% | -1.2% |
| 6M | +3.3% | -12.1% | +15.4% | +3.7% |
| YTD | +12.3% | -47.5% | +59.9% | +17.8% |
| 1Y | +12.5% | -46.9% | +59.4% | +17.8% |
| All | +12.5% | -46.8% | +59.3% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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