+217.8%
INTU vs AGI
+392.3%
-174.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.8% |
| 7D | -3.3% | -2.7% | -0.6% | -3.2% |
| 30D | -3.9% | +7.2% | -11.2% | -4.4% |
| 3M | +16.6% | +4.3% | +12.4% | +16.1% |
| 6M | -26.4% | -27.1% | +0.7% | -25.2% |
| YTD | -51.0% | -6.6% | -44.4% | -51.2% |
| 1Y | -50.8% | +9.5% | -60.3% | -51.7% |
| 3Y | -40.1% | +208.4% | -248.5% | -45.7% |
| 5Y | -41.2% | +401.6% | -442.9% | -48.3% |
| All | +217.8% | +392.3% | -174.6% | +189.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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