+237.9%
INTU vs CAG
-38.9%
+276.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.3% | +0.8% |
| 7D | -1.2% | +6.6% | -7.9% | -2.4% |
| 30D | +12.4% | +13.9% | -1.5% | +9.8% |
| 3M | +2.3% | +4.0% | -1.8% | +1.5% |
| 6M | -13.3% | +10.0% | -23.3% | -14.7% |
| YTD | -47.9% | -6.1% | -41.7% | -47.8% |
| 1Y | -47.2% | -4.3% | -42.8% | -47.2% |
| 3Y | -33.9% | -34.6% | +0.7% | -30.5% |
| 5Y | -41.3% | -39.4% | -1.9% | -37.8% |
| 10Y | +237.9% | -34.2% | +272.1% | +236.6% |
| All | +237.9% | -38.9% | +276.7% | +236.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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