+14,280.4%
INTU vs AON
+3,409.1%
+10,871.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -2.9% |
| 7D | -7.1% | -9.1% | +2.0% | -3.8% |
| 30D | +1.5% | -10.2% | +11.7% | +5.6% |
| 3M | +10.7% | +0.5% | +10.2% | +10.2% |
| 6M | -23.8% | -4.8% | -19.0% | -22.5% |
| YTD | -49.3% | -8.0% | -41.3% | -47.8% |
| 1Y | -49.7% | -13.1% | -36.6% | -47.2% |
| 3Y | -38.0% | -1.3% | -36.7% | -39.0% |
| 5Y | -38.7% | +14.9% | -53.7% | -42.7% |
| 10Y | +221.3% | +214.9% | +6.4% | +108.6% |
| All | +14,280.4% | +3,409.1% | +10,871.3% | +3,643.5% |
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