-42.2%
INTU vs CG
-22.2%
-20.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.1% | -3.5% |
| 7D | +0.1% | -1.2% | +1.3% | +0.6% |
| 30D | +15.4% | +5.0% | +10.4% | +12.7% |
| 3M | +6.6% | -18.2% | +24.8% | +16.5% |
| 6M | -11.3% | -20.7% | +9.4% | -2.7% |
| YTD | -47.7% | -31.4% | -16.3% | -39.1% |
| 1Y | -47.0% | -22.3% | -24.8% | -41.9% |
| 3Y | -29.9% | +50.2% | -80.1% | -52.1% |
| All | -42.2% | -22.2% | -20.1% | -40.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling