+14.8%
IGV vs INTU
-43.4%
+58.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -11.3% |
| 3M | -4.8% | -4.2% | -0.6% | -3.8% |
| 6M | +14.2% | -7.2% | +21.5% | +13.9% |
| YTD | -4.2% | -47.7% | +43.4% | +32.8% |
| 1Y | -5.3% | -46.7% | +41.4% | +29.6% |
| 3Y | +38.8% | -34.1% | +72.8% | +60.2% |
| All | +14.8% | -43.4% | +58.2% | +34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling