-47.5%
INTU vs ACI
-23.2%
-24.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.2% |
| 7D | -3.9% | -5.9% | +2.0% | -2.3% |
| 30D | +11.7% | +7.2% | +4.5% | +9.9% |
| 3M | +4.5% | +8.8% | -4.4% | +2.5% |
| 6M | -13.9% | -17.2% | +3.3% | -11.6% |
| YTD | -48.2% | -21.3% | -27.0% | -46.9% |
| All | -47.5% | -23.2% | -24.3% | -46.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling