-45.2%
INTU vs IAG
+56.5%
-101.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +10.2% | -6.8% | +4.3% |
| 7D | +8.7% | +1.1% | +7.6% | +8.7% |
| 30D | +25.9% | -5.3% | +31.1% | +25.3% |
| 3M | +10.7% | +18.0% | -7.3% | +13.0% |
| 6M | -11.6% | +7.1% | -18.7% | -10.0% |
| YTD | -45.4% | +5.9% | -51.3% | -45.3% |
| 1Y | -45.2% | +59.4% | -104.6% | -45.0% |
| All | -45.2% | +56.5% | -101.8% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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