+243.1%
INTU vs ACGL
+337.7%
-94.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.0% | -0.8% | -2.5% |
| 7D | +0.1% | +0.9% | -0.7% | -0.2% |
| 30D | +15.4% | +13.7% | +1.7% | +9.5% |
| 3M | +6.6% | +8.0% | -1.5% | +3.3% |
| 6M | -11.3% | +13.3% | -24.6% | -15.6% |
| YTD | -47.7% | +11.8% | -59.6% | -50.2% |
| 1Y | -47.0% | +22.2% | -69.3% | -51.4% |
| 3Y | -29.9% | +32.5% | -62.4% | -40.0% |
| 5Y | -42.2% | +160.2% | -202.4% | -65.0% |
| All | +243.1% | +337.7% | -94.6% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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