+14,779.2%
INTU vs AON
+3,564.7%
+11,214.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | -3.9% | -2.4% | -1.6% | -3.0% |
| 30D | +12.0% | +22.8% | -10.8% | +3.4% |
| 3M | +2.3% | -5.3% | +7.7% | +4.4% |
| 6M | -12.1% | +8.4% | -20.5% | -14.9% |
| YTD | -47.5% | -3.9% | -43.6% | -46.9% |
| 1Y | -46.9% | -3.1% | -43.8% | -46.4% |
| 3Y | -33.5% | +3.0% | -36.4% | -35.5% |
| 5Y | -41.2% | +16.7% | -57.9% | -45.3% |
| 10Y | +233.5% | +232.6% | +0.9% | +112.3% |
| All | +14,779.2% | +3,564.7% | +11,214.5% | +3,711.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling