+735.8%
IVV vs INTU
+3,013.7%
-2,277.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.3% |
| 7D | -4.8% | +7.1% | -11.9% | -6.6% |
| 30D | -5.9% | +23.0% | -28.9% | -11.5% |
| 3M | -4.5% | +8.7% | -13.2% | -7.5% |
| 6M | +1.8% | -10.1% | +11.9% | +2.0% |
| YTD | +8.4% | -45.7% | +54.1% | +23.9% |
| 1Y | +9.4% | -45.1% | +54.5% | +24.5% |
| 3Y | +75.3% | -26.9% | +102.2% | +80.0% |
| 5Y | +67.8% | -40.0% | +107.7% | +77.2% |
| 10Y | +314.2% | +265.4% | +48.8% | +164.0% |
| All | +735.8% | +3,013.7% | -2,277.8% | +222.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling