-38.5%
INTU vs IAG
+790.4%
-828.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.2% | -1.2% | -3.3% |
| 7D | -7.1% | -0.5% | -6.5% | -7.1% |
| 30D | +1.5% | +28.9% | -27.4% | +0.6% |
| 3M | +10.7% | +19.1% | -8.5% | +10.1% |
| 6M | -23.8% | -10.3% | -13.6% | -23.2% |
| YTD | -49.3% | +24.2% | -73.5% | -50.4% |
| 1Y | -49.7% | +116.5% | -166.1% | -53.4% |
| All | -38.5% | +790.4% | -828.9% | -49.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling