+237.9%
INTU vs IAG
+336.8%
-98.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.7% | +7.3% | +1.0% |
| 7D | -1.2% | +16.8% | -18.1% | -2.1% |
| 30D | +12.4% | -1.5% | +13.9% | +12.4% |
| 3M | +2.3% | +0.5% | +1.8% | +2.0% |
| 6M | -13.3% | -1.0% | -12.4% | -13.7% |
| YTD | -47.9% | +12.3% | -60.2% | -49.0% |
| 1Y | -47.2% | +39.2% | -86.4% | -49.1% |
| 3Y | -33.9% | +712.3% | -746.2% | -44.4% |
| 5Y | -41.3% | +484.2% | -525.6% | -51.6% |
| 10Y | +237.9% | +382.3% | -144.4% | +180.5% |
| All | +237.9% | +336.8% | -98.9% | +180.5% |
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