+238.5%
INTU vs AG
+69.4%
+169.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.8% | -5.6% | -3.9% |
| 7D | +0.1% | +6.3% | -6.2% | -0.3% |
| 30D | +15.4% | -8.9% | +24.4% | +16.0% |
| 3M | +6.6% | -12.2% | +18.8% | +7.1% |
| 6M | -11.3% | -28.3% | +17.0% | -10.0% |
| YTD | -47.7% | -8.8% | -38.9% | -48.7% |
| 1Y | -47.0% | +39.4% | -86.4% | -50.1% |
| 3Y | -29.9% | +229.4% | -259.4% | -40.9% |
| 5Y | -42.2% | +14.5% | -56.8% | -48.2% |
| All | +238.5% | +69.4% | +169.1% | +191.2% |
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