-34.1%
INTU vs ACI
-31.5%
-2.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.6% |
| 7D | +0.1% | +2.3% | -2.2% | -0.4% |
| 30D | +10.1% | +1.2% | +8.8% | +9.8% |
| 3M | -4.2% | +6.8% | -11.0% | -5.3% |
| 6M | -7.2% | -18.7% | +11.5% | -5.7% |
| YTD | -47.7% | -20.2% | -27.5% | -46.9% |
| 1Y | -46.7% | -23.7% | -23.0% | -45.7% |
| 3Y | -34.1% | -31.6% | -2.4% | -30.1% |
| All | -34.1% | -31.5% | -2.6% | -30.1% |
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 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