+235.3%
INTU vs ACN
+159.3%
+76.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | +0.7% |
| 7D | -3.9% | -2.5% | -1.4% | -2.2% |
| 30D | +11.7% | +22.6% | -10.9% | -3.6% |
| 3M | +4.5% | +45.9% | -41.4% | -21.9% |
| 6M | -13.9% | +43.8% | -57.7% | -36.1% |
| YTD | -48.2% | -2.5% | -45.8% | -48.6% |
| 1Y | -47.1% | +6.5% | -53.6% | -51.2% |
| 3Y | -32.5% | -14.2% | -18.3% | -30.9% |
| 5Y | -42.6% | -24.4% | -18.1% | -34.5% |
| 10Y | +235.3% | +156.3% | +79.0% | +60.7% |
| All | +235.3% | +159.3% | +76.0% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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