+5,104.6%
INTU vs ACGL
+5,005.0%
+99.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +7.1% | +6.4% | +0.8% | +5.4% |
| 30D | +23.0% | +16.6% | +6.4% | +18.1% |
| 3M | +8.7% | +11.6% | -2.9% | +5.6% |
| 6M | -10.1% | +17.5% | -27.6% | -13.8% |
| YTD | -45.7% | +15.3% | -61.0% | -47.8% |
| 1Y | -45.1% | +26.3% | -71.4% | -48.5% |
| 3Y | -26.9% | +35.9% | -62.8% | -33.8% |
| 5Y | -40.0% | +168.2% | -208.1% | -55.2% |
| 10Y | +265.4% | +352.0% | -86.6% | +135.3% |
| All | +5,104.6% | +5,005.0% | +99.7% | +2,382.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling