+211.0%
INTU vs CG
+324.5%
-113.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.0% | +2.4% | +0.2% |
| 7D | -8.5% | -6.4% | -2.0% | -5.8% |
| 30D | -6.1% | -7.1% | +0.9% | -3.0% |
| 3M | +7.3% | -1.6% | +8.9% | +7.4% |
| 6M | -33.2% | -8.3% | -24.9% | -31.5% |
| YTD | -52.2% | -23.8% | -28.4% | -47.1% |
| 1Y | -52.7% | -28.7% | -23.9% | -46.4% |
| 3Y | -41.6% | +49.2% | -90.8% | -56.0% |
| 5Y | -42.6% | +5.5% | -48.2% | -50.6% |
| 10Y | +211.0% | +331.2% | -120.2% | +64.3% |
| All | +211.0% | +324.5% | -113.4% | +64.3% |
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