+973.2%
IGV vs INTU
+2,107.6%
-1,134.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.1% | -0.4% |
| 7D | -4.5% | -7.1% | +2.6% | -0.7% |
| 30D | +3.2% | +1.5% | +1.8% | +2.1% |
| 3M | +4.5% | +10.7% | -6.1% | -2.1% |
| 6M | +22.1% | -23.8% | +46.0% | +36.3% |
| YTD | -1.0% | -49.3% | +48.3% | +36.7% |
| 1Y | -2.1% | -49.7% | +47.6% | +35.4% |
| 3Y | +44.6% | -38.0% | +82.6% | +74.8% |
| 5Y | +22.2% | -38.7% | +60.9% | +44.6% |
| 10Y | +364.7% | +221.3% | +143.4% | +133.2% |
| All | +973.2% | +2,107.6% | -1,134.4% | +125.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling