+74.8%
IVV vs INTU
-27.0%
+101.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.3% |
| 7D | -4.8% | +7.1% | -11.9% | -5.6% |
| 30D | -5.9% | +23.0% | -28.9% | -8.6% |
| 3M | -4.5% | +8.7% | -13.2% | -5.9% |
| 6M | +1.8% | -10.1% | +11.9% | +2.9% |
| YTD | +8.4% | -45.7% | +54.1% | +24.1% |
| 1Y | +9.4% | -45.1% | +54.5% | +24.7% |
| All | +74.8% | -27.0% | +101.8% | +75.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling