-52.0%
INTU vs CG
-26.2%
-25.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.2% | -2.0% | -3.5% |
| 7D | -7.5% | -1.3% | -6.3% | -7.2% |
| 30D | -1.9% | -3.2% | +1.2% | -0.9% |
| 3M | +4.9% | +6.2% | -1.4% | +3.4% |
| 6M | -33.2% | -4.7% | -28.6% | -32.3% |
| YTD | -51.4% | -20.6% | -30.8% | -47.8% |
| 1Y | -52.0% | -26.4% | -25.6% | -48.2% |
| All | -52.0% | -26.2% | -25.8% | -48.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling