+16.3%
INTU vs ACI
+21.8%
-5.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.3% | -0.9% | -3.8% |
| 7D | -7.5% | -2.6% | -5.0% | -7.3% |
| 30D | -1.9% | +1.1% | -3.0% | -2.0% |
| 3M | +4.9% | -23.6% | +28.5% | +7.4% |
| 6M | -33.2% | -29.9% | -3.3% | -31.0% |
| YTD | -51.4% | -26.9% | -24.5% | -50.1% |
| 1Y | -52.0% | -34.2% | -17.7% | -50.2% |
| 3Y | -40.7% | -43.6% | +2.9% | -37.8% |
| 5Y | -41.7% | -42.4% | +0.7% | -39.7% |
| All | +16.3% | +21.8% | -5.4% | +12.1% |
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