-7.6%
IGV vs INTU
-47.4%
+39.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | 0.0% | -0.5% |
| 7D | +2.5% | -4.1% | +6.6% | +4.0% |
| 30D | -8.6% | +12.8% | -21.4% | -13.1% |
| 3M | -1.6% | +2.1% | -3.7% | -3.1% |
| 6M | +13.4% | -11.5% | +24.9% | +15.8% |
| YTD | -4.0% | -47.9% | +43.9% | +22.9% |
| 1Y | -7.6% | -47.7% | +40.0% | +18.2% |
| All | -7.6% | -47.4% | +39.7% | +18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling