+237.9%
INTU vs ACN
+160.2%
+77.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -1.0% | -0.5% |
| 7D | -1.2% | +1.6% | -2.8% | -2.3% |
| 30D | +12.4% | +24.6% | -12.2% | -4.2% |
| 3M | +2.3% | +46.2% | -43.9% | -23.6% |
| 6M | -13.3% | +46.2% | -59.5% | -36.4% |
| YTD | -47.9% | -0.9% | -47.0% | -48.9% |
| 1Y | -47.2% | +8.8% | -55.9% | -51.9% |
| 3Y | -33.9% | -14.3% | -19.6% | -32.1% |
| 5Y | -41.3% | -22.6% | -18.7% | -34.3% |
| 10Y | +237.9% | +153.7% | +84.2% | +59.8% |
| All | +237.9% | +160.2% | +77.7% | +59.8% |
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