-34.1%
INTU vs CG
+46.4%
-80.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.1% |
| 7D | +0.1% | +0.2% | -0.1% | -0.1% |
| 30D | +10.1% | +11.2% | -1.1% | +6.4% |
| 3M | -4.2% | -22.1% | +17.9% | +3.0% |
| 6M | -7.2% | -17.9% | +10.7% | -2.1% |
| YTD | -47.7% | -31.3% | -16.4% | -41.9% |
| 1Y | -46.7% | -24.0% | -22.7% | -42.6% |
| 3Y | -34.1% | +45.0% | -79.0% | -44.5% |
| All | -34.1% | +46.4% | -80.4% | -44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling