+237.9%
INTU vs CG
+308.6%
-70.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.3% |
| 7D | -1.2% | +2.0% | -3.2% | -2.3% |
| 30D | +12.4% | +8.5% | +3.9% | +8.2% |
| 3M | +2.3% | -12.1% | +14.4% | +7.8% |
| 6M | -13.3% | -16.4% | +3.1% | -7.4% |
| YTD | -47.9% | -28.0% | -19.9% | -41.1% |
| 1Y | -47.2% | -18.9% | -28.3% | -43.4% |
| 3Y | -33.9% | +51.2% | -85.1% | -50.9% |
| 5Y | -41.3% | -15.9% | -25.5% | -44.6% |
| 10Y | +237.9% | +305.9% | -68.0% | +85.5% |
| All | +237.9% | +308.6% | -70.7% | +85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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