+235.3%
INTU vs AG
+77.4%
+157.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.7% | -5.6% | -1.3% |
| 7D | -3.9% | +10.8% | -14.8% | -4.7% |
| 30D | +11.7% | -8.2% | +19.9% | +12.2% |
| 3M | +4.5% | -13.7% | +18.2% | +5.2% |
| 6M | -13.9% | -27.3% | +13.4% | -12.6% |
| YTD | -48.2% | -4.6% | -43.7% | -49.4% |
| 1Y | -47.1% | +39.4% | -86.5% | -50.1% |
| 3Y | -32.5% | +244.1% | -276.6% | -43.3% |
| 5Y | -42.6% | +16.8% | -59.3% | -48.6% |
| 10Y | +235.3% | +71.7% | +163.6% | +187.4% |
| All | +235.3% | +77.4% | +157.9% | +187.4% |
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