-46.7%
INTU vs AG
+7.9%
-54.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.9% | +0.4% |
| 7D | +0.1% | -10.0% | +10.0% | -0.3% |
| 30D | +10.1% | -10.5% | +20.6% | +9.6% |
| 3M | -4.2% | -27.3% | +23.1% | -5.2% |
| 6M | -7.2% | -43.0% | +35.7% | -8.4% |
| YTD | -47.7% | -17.9% | -29.8% | -50.3% |
| 1Y | -46.7% | +11.9% | -58.6% | -49.6% |
| All | -46.7% | +7.9% | -54.6% | -49.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling