-29.9%
INTU vs ACI
-35.7%
+5.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.4% | -0.4% | -3.1% |
| 7D | +0.1% | -2.2% | +2.3% | +0.6% |
| 30D | +15.4% | +10.3% | +5.1% | +13.6% |
| 3M | +6.6% | +7.2% | -0.6% | +5.4% |
| 6M | -11.3% | -18.0% | +6.7% | -9.6% |
| YTD | -47.7% | -22.0% | -25.7% | -46.7% |
| 1Y | -47.0% | -23.4% | -23.6% | -45.9% |
| 3Y | -29.9% | -35.8% | +5.9% | -26.0% |
| All | -29.9% | -35.7% | +5.7% | -26.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling