-34.1%
INTU vs AG
+195.3%
-229.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.9% | +0.6% |
| 7D | +0.1% | -10.0% | +10.0% | +0.5% |
| 30D | +10.1% | -10.5% | +20.6% | +10.5% |
| 3M | -4.2% | -27.3% | +23.1% | -3.1% |
| 6M | -7.2% | -43.0% | +35.7% | -5.1% |
| YTD | -47.7% | -17.9% | -29.8% | -48.8% |
| 1Y | -46.7% | +11.9% | -58.6% | -49.5% |
| 3Y | -34.1% | +201.8% | -235.9% | -47.0% |
| All | -34.1% | +195.3% | -229.4% | -47.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling