+14,729.7%
INTU vs CAG
+350.3%
+14,379.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.7% | -2.0% | -3.4% |
| 7D | +0.1% | +5.8% | -5.7% | -1.1% |
| 30D | +15.4% | +16.4% | -0.9% | +11.8% |
| 3M | +6.6% | +3.8% | +2.8% | +5.7% |
| 6M | -11.3% | +10.8% | -22.1% | -13.1% |
| YTD | -47.7% | -5.8% | -41.9% | -47.4% |
| 1Y | -47.0% | -2.4% | -44.6% | -47.2% |
| 3Y | -29.9% | -33.4% | +3.5% | -25.4% |
| 5Y | -42.2% | -39.4% | -2.8% | -37.7% |
| 10Y | +251.7% | -37.5% | +289.1% | +262.2% |
| All | +14,729.7% | +350.3% | +14,379.4% | +11,208.5% |
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