+24.0%
INTU vs ACI
+31.1%
-7.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.1% |
| 7D | -3.9% | -5.9% | +2.0% | -3.2% |
| 30D | +11.7% | +7.2% | +4.5% | +10.8% |
| 3M | +4.5% | +8.8% | -4.4% | +3.5% |
| 6M | -13.9% | -17.2% | +3.3% | -12.5% |
| YTD | -48.2% | -21.3% | -27.0% | -47.3% |
| 1Y | -47.1% | -23.7% | -23.4% | -46.0% |
| 3Y | -32.5% | -32.8% | +0.4% | -30.5% |
| 5Y | -42.6% | -41.4% | -1.2% | -41.0% |
| All | +24.0% | +31.1% | -7.2% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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