+217.8%
INTU vs AJG
+473.1%
-255.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +3.6% |
| 7D | -3.3% | -8.3% | +4.9% | +2.3% |
| 30D | -3.9% | -5.7% | +1.7% | -0.2% |
| 3M | +16.6% | +9.1% | +7.6% | +10.3% |
| 6M | -26.4% | +15.2% | -41.7% | -33.3% |
| YTD | -51.0% | -6.3% | -44.7% | -49.4% |
| 1Y | -50.8% | -19.1% | -31.7% | -44.4% |
| 3Y | -40.1% | +8.2% | -48.3% | -47.7% |
| 5Y | -41.2% | +75.6% | -116.9% | -64.5% |
| All | +217.8% | +473.1% | -255.3% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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