-38.5%
INTU vs CG
+60.2%
-98.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.7% | -2.9% |
| 7D | -7.1% | -4.3% | -2.8% | -5.8% |
| 30D | +1.5% | -5.1% | +6.5% | +3.1% |
| 3M | +10.7% | +8.7% | +2.0% | +7.5% |
| 6M | -23.8% | -9.2% | -14.6% | -22.0% |
| YTD | -49.3% | -18.9% | -30.4% | -46.3% |
| 1Y | -49.7% | -25.6% | -24.0% | -45.4% |
| All | -38.5% | +60.2% | -98.7% | -52.0% |
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