+546.0%
INTU vs CG
+351.2%
+194.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.7% | -2.8% |
| 7D | -7.1% | -4.3% | -2.8% | -5.5% |
| 30D | +1.5% | -5.1% | +6.5% | +3.5% |
| 3M | +10.7% | +8.7% | +2.0% | +6.7% |
| 6M | -23.8% | -9.2% | -14.6% | -21.9% |
| YTD | -49.3% | -18.9% | -30.4% | -45.9% |
| 1Y | -49.7% | -25.6% | -24.0% | -44.8% |
| 3Y | -38.0% | +57.3% | -95.3% | -51.6% |
| 5Y | -38.7% | +10.2% | -48.9% | -46.4% |
| 10Y | +221.3% | +364.2% | -142.9% | +86.5% |
| All | +546.0% | +351.2% | +194.9% | +267.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling