+12.6%
IGV vs INTU
-11.6%
+24.3%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.8% | +3.6% | +0.8% |
| 7D | -5.2% | +0.1% | -5.3% | -5.3% |
| 30D | -10.0% | +15.4% | -25.4% | -14.0% |
| 3M | -0.5% | +6.6% | -7.1% | -2.7% |
| 6M | +12.6% | -11.3% | +23.9% | +14.4% |
| All | +12.6% | -11.6% | +24.3% | +14.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling