+211.0%
INTU vs CAG
-35.6%
+246.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.4% |
| 7D | -8.5% | -6.6% | -1.8% | -7.4% |
| 30D | -6.1% | +2.3% | -8.4% | -6.5% |
| 3M | +7.3% | +16.3% | -9.0% | +4.8% |
| 6M | -33.2% | -16.0% | -17.2% | -31.6% |
| YTD | -52.2% | -7.7% | -44.5% | -51.8% |
| 1Y | -52.7% | -16.0% | -36.6% | -51.7% |
| 3Y | -41.6% | -37.7% | -3.9% | -38.0% |
| 5Y | -42.6% | -41.2% | -1.4% | -38.9% |
| 10Y | +211.0% | -33.8% | +244.8% | +217.8% |
| All | +211.0% | -35.6% | +246.6% | +217.8% |
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