+236.7%
INTU vs AA
+42.1%
+194.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.7% |
| 7D | +0.1% | +0.5% | -0.4% | -0.1% |
| 30D | +10.1% | -0.6% | +10.7% | +9.9% |
| 3M | -4.2% | -19.7% | +15.5% | -1.3% |
| 6M | -7.2% | -41.6% | +34.3% | -0.5% |
| YTD | -47.7% | -24.6% | -23.1% | -47.1% |
| 1Y | -46.7% | +4.9% | -51.6% | -49.3% |
| 3Y | -34.1% | +66.8% | -100.9% | -45.3% |
| 5Y | -43.3% | -19.4% | -23.9% | -48.2% |
| All | +236.7% | +42.1% | +194.6% | +125.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling