+237.9%
INTU vs AG
+64.1%
+173.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.9% | +6.5% | +1.1% |
| 7D | -1.2% | +6.0% | -7.2% | -1.7% |
| 30D | +12.4% | -13.5% | +26.0% | +13.4% |
| 3M | +2.3% | -20.7% | +23.0% | +3.6% |
| 6M | -13.3% | -31.5% | +18.2% | -11.7% |
| YTD | -47.9% | -10.1% | -37.7% | -48.8% |
| 1Y | -47.2% | +26.0% | -73.2% | -49.8% |
| 3Y | -33.9% | +228.9% | -262.8% | -44.3% |
| 5Y | -41.3% | +8.7% | -50.0% | -47.3% |
| 10Y | +237.9% | +71.9% | +166.0% | +191.1% |
| All | +237.9% | +64.1% | +173.8% | +191.1% |
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