+11.2%
IGV vs INTU
-42.6%
+53.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.8% | +3.6% | +1.9% |
| 7D | -5.2% | +0.1% | -5.3% | -5.4% |
| 30D | -10.0% | +15.4% | -25.4% | -17.4% |
| 3M | -0.5% | +6.6% | -7.1% | -5.3% |
| 6M | +12.6% | -11.3% | +23.9% | +15.3% |
| YTD | -6.4% | -47.7% | +41.3% | +29.9% |
| 1Y | -9.5% | -47.0% | +37.5% | +24.3% |
| 3Y | +41.7% | -29.9% | +71.6% | +57.2% |
| All | +11.2% | -42.6% | +53.8% | +29.8% |
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 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