+1,867.9%
INTU vs AGI
+4,206.7%
-2,338.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | +0.1% | -10.1% | +10.2% | +0.5% |
| 30D | +10.1% | -6.5% | +16.6% | +10.3% |
| 3M | -4.2% | -12.8% | +8.6% | -3.8% |
| 6M | -7.2% | -34.3% | +27.1% | -6.0% |
| YTD | -47.7% | -25.6% | -22.1% | -47.4% |
| 1Y | -46.7% | -14.2% | -32.5% | -46.7% |
| 3Y | -34.1% | +127.3% | -161.3% | -36.8% |
| 5Y | -43.3% | +241.8% | -285.0% | -46.6% |
| 10Y | +232.6% | +381.8% | -149.2% | +207.2% |
| All | +1,867.9% | +4,206.7% | -2,338.8% | +1,688.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling