-51.6%
INTU vs AIG
-1.7%
-49.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.0% | -1.6% |
| 7D | -8.5% | -1.4% | -7.0% | -8.3% |
| 30D | -6.1% | -3.3% | -2.8% | -5.9% |
| 3M | +7.3% | +2.2% | +5.2% | +8.0% |
| 6M | -33.2% | -2.1% | -31.1% | -33.1% |
| YTD | -52.2% | -11.2% | -41.0% | -51.9% |
| All | -51.6% | -1.7% | -49.9% | -50.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling