+363.6%
IGV vs INTU
+232.2%
+131.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | +2.3% | +0.1% | +2.3% | +2.3% |
| 30D | -6.0% | +10.1% | -16.1% | -11.8% |
| 3M | -4.8% | -4.2% | -0.6% | -3.8% |
| 6M | +14.2% | -7.2% | +21.5% | +13.6% |
| YTD | -4.2% | -47.7% | +43.4% | +34.5% |
| 1Y | -5.3% | -46.7% | +41.4% | +31.1% |
| 3Y | +38.8% | -34.1% | +72.8% | +61.6% |
| 5Y | +14.2% | -43.3% | +57.5% | +40.7% |
| All | +363.6% | +232.2% | +131.4% | +96.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling