+357.1%
IGV vs INTU
+236.7%
+120.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.5% |
| 7D | -2.3% | -1.2% | -1.0% | -1.7% |
| 30D | -11.0% | +12.4% | -23.4% | -17.6% |
| 3M | -4.5% | +2.3% | -6.7% | -7.3% |
| 6M | +10.1% | -13.3% | +23.4% | +14.2% |
| YTD | -5.1% | -47.9% | +42.8% | +33.6% |
| 1Y | -10.2% | -47.2% | +36.9% | +24.9% |
| 3Y | +37.7% | -33.9% | +71.6% | +60.1% |
| 5Y | +15.7% | -41.3% | +57.0% | +39.3% |
| 10Y | +357.1% | +237.9% | +119.2% | +92.8% |
| All | +357.1% | +236.7% | +120.4% | +92.8% |
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