+211.1%
INTU vs AG
+57.4%
+153.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -4.1% |
| 7D | -7.5% | +4.5% | -12.0% | -7.8% |
| 30D | -1.9% | +12.9% | -14.8% | -2.9% |
| 3M | +4.9% | +20.9% | -16.1% | +3.0% |
| 6M | -33.2% | -19.5% | -13.7% | -32.7% |
| YTD | -51.4% | +24.8% | -76.2% | -53.2% |
| 1Y | -52.0% | +120.2% | -172.2% | -56.4% |
| 3Y | -40.7% | +279.0% | -319.7% | -50.3% |
| 5Y | -41.7% | +67.9% | -109.6% | -49.0% |
| 10Y | +211.1% | +57.5% | +153.6% | +175.8% |
| All | +211.1% | +57.4% | +153.7% | +175.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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