+211.1%
INTU vs ACN
+85.2%
+125.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.1% | 0.0% | -1.1% |
| 7D | -7.5% | -4.8% | -2.7% | -4.1% |
| 30D | -1.9% | +1.9% | -3.8% | -3.4% |
| 3M | +4.9% | +3.9% | +1.0% | -0.2% |
| 6M | -33.2% | -15.0% | -18.2% | -25.8% |
| YTD | -51.4% | -31.9% | -19.5% | -36.6% |
| 1Y | -52.0% | -28.5% | -23.5% | -40.2% |
| 3Y | -40.7% | -41.9% | +1.2% | -18.2% |
| 5Y | -41.7% | -42.9% | +1.1% | -18.1% |
| 10Y | +211.1% | +88.7% | +122.4% | +99.0% |
| All | +211.1% | +85.2% | +125.9% | +99.0% |
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