+210.2%
INTU vs AIG
+65.5%
+144.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.0% | -1.7% |
| 7D | -8.5% | -1.4% | -7.0% | -8.0% |
| 30D | -6.1% | -3.3% | -2.8% | -5.0% |
| 3M | +7.3% | +2.2% | +5.2% | +6.5% |
| 6M | -33.2% | -2.1% | -31.1% | -33.0% |
| YTD | -52.2% | -11.2% | -41.0% | -50.5% |
| 1Y | -52.7% | -2.1% | -50.6% | -52.9% |
| 3Y | -41.6% | +34.4% | -76.0% | -48.8% |
| 5Y | -42.6% | +53.7% | -96.4% | -52.6% |
| All | +210.2% | +65.5% | +144.7% | +111.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling