+211.0%
INTU vs IAG
+401.0%
-189.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.7% | -1.7% |
| 7D | -8.5% | +1.7% | -10.1% | -8.5% |
| 30D | -6.1% | +11.4% | -17.6% | -6.7% |
| 3M | +7.3% | +33.0% | -25.7% | +5.5% |
| 6M | -33.2% | -6.0% | -27.2% | -33.3% |
| YTD | -52.2% | +24.6% | -76.7% | -53.3% |
| 1Y | -52.7% | +105.0% | -157.7% | -55.5% |
| 3Y | -41.6% | +837.9% | -879.5% | -51.1% |
| 5Y | -42.6% | +817.0% | -859.6% | -53.2% |
| 10Y | +211.0% | +425.3% | -214.3% | +155.2% |
| All | +211.0% | +401.0% | -189.9% | +155.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling