+354.8%
IGV vs INTU
+251.7%
+103.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +3.2% |
| 7D | -0.4% | -3.9% | +3.5% | +1.8% |
| 30D | -9.9% | +11.7% | -21.7% | -16.4% |
| 3M | -1.2% | +4.5% | -5.7% | -5.3% |
| 6M | +11.3% | -13.9% | +25.2% | +15.9% |
| YTD | -4.0% | -48.2% | +44.2% | +35.6% |
| 1Y | -7.3% | -47.1% | +39.8% | +28.9% |
| 3Y | +42.8% | -32.5% | +75.3% | +63.6% |
| 5Y | +13.7% | -42.6% | +56.2% | +38.7% |
| 10Y | +354.8% | +235.3% | +119.5% | +91.8% |
| All | +354.8% | +251.7% | +103.1% | +91.8% |
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