-38.4%
INTU vs AG
+64.2%
-102.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.0% | -1.4% | -3.2% |
| 7D | -7.1% | +1.0% | -8.1% | -7.2% |
| 30D | +1.5% | +19.2% | -17.7% | -0.3% |
| 3M | +10.7% | +6.2% | +4.5% | +9.5% |
| 6M | -23.8% | -26.7% | +2.8% | -22.3% |
| YTD | -49.3% | +26.1% | -75.4% | -52.0% |
| 1Y | -49.7% | +131.7% | -181.3% | -56.4% |
| 3Y | -38.0% | +255.3% | -293.4% | -52.0% |
| All | -38.4% | +64.2% | -102.6% | -50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling