+357.9%
IGV vs INTU
+209.8%
+148.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | +0.6% |
| 7D | -3.3% | -7.5% | +4.2% | +1.3% |
| 30D | 0.0% | -1.9% | +1.9% | +0.7% |
| 3M | +7.3% | +4.9% | +2.5% | +2.9% |
| 6M | +16.7% | -33.2% | +49.9% | +43.3% |
| YTD | -2.8% | -51.4% | +48.6% | +44.3% |
| 1Y | -6.7% | -52.0% | +45.3% | +39.2% |
| 3Y | +41.1% | -40.7% | +81.8% | +77.4% |
| 5Y | +22.0% | -41.7% | +63.7% | +48.3% |
| 10Y | +357.9% | +211.1% | +146.8% | +96.8% |
| All | +357.9% | +209.8% | +148.2% | +96.8% |
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 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