+209.1%
INTU vs AIG
+65.5%
+143.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -9.2% | -2.4% | -6.8% | -8.4% |
| 30D | -7.0% | -2.9% | -4.1% | -6.0% |
| 3M | +10.5% | +0.8% | +9.7% | +10.3% |
| 6M | -30.6% | -2.7% | -27.9% | -30.2% |
| YTD | -52.3% | -11.2% | -41.1% | -50.7% |
| 1Y | -51.8% | -1.5% | -50.3% | -52.2% |
| 3Y | -41.8% | +34.4% | -76.2% | -48.9% |
| 5Y | -42.8% | +54.4% | -97.2% | -52.8% |
| All | +209.1% | +65.5% | +143.6% | +110.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AIG 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling