+14,779.2%
INTU vs CAG
+338.2%
+14,441.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.2% |
| 7D | -3.9% | -1.8% | -2.2% | -3.6% |
| 30D | +12.0% | +9.7% | +2.3% | +9.8% |
| 3M | +2.3% | +0.5% | +1.8% | +2.2% |
| 6M | -12.1% | +8.9% | -21.0% | -13.6% |
| YTD | -47.5% | -8.4% | -39.2% | -46.9% |
| 1Y | -46.9% | -8.3% | -38.6% | -46.3% |
| 3Y | -33.5% | -36.1% | +2.6% | -28.5% |
| 5Y | -41.2% | -40.1% | -1.1% | -36.5% |
| 10Y | +233.5% | -36.9% | +270.4% | +242.9% |
| All | +14,779.2% | +338.2% | +14,441.0% | +11,311.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling