+236.7%
INTU vs AON
+233.0%
+3.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.0% | -0.4% |
| 7D | +0.1% | +1.0% | -1.0% | -0.6% |
| 30D | +10.1% | +23.2% | -13.1% | -3.0% |
| 3M | -4.2% | -5.0% | +0.8% | -1.7% |
| 6M | -7.2% | +9.3% | -16.6% | -12.6% |
| YTD | -47.7% | -3.4% | -44.3% | -47.1% |
| 1Y | -46.7% | -2.9% | -43.8% | -46.3% |
| 3Y | -34.1% | +3.6% | -37.7% | -38.2% |
| 5Y | -43.3% | +16.9% | -60.2% | -51.2% |
| All | +236.7% | +233.0% | +3.8% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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