-38.5%
INTU vs ACN
-39.1%
+0.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.3% | -0.1% | -1.7% |
| 7D | -7.1% | -1.5% | -5.6% | -6.3% |
| 30D | +1.5% | +9.4% | -7.9% | -3.1% |
| 3M | +10.7% | +5.6% | +5.0% | +6.3% |
| 6M | -23.8% | -9.3% | -14.6% | -20.9% |
| YTD | -49.3% | -29.0% | -20.3% | -41.6% |
| 1Y | -49.7% | -24.7% | -25.0% | -43.5% |
| All | -38.5% | -39.1% | +0.6% | -30.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling