+1,661.1%
INTU vs IAG
+377.5%
+1,283.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | 0.0% |
| 3M | +10.7% | +19.1% | -8.5% | +9.3% |
| 6M | -23.8% | -10.3% | -13.6% | -23.9% |
| YTD | -49.3% | +24.2% | -73.5% | -50.4% |
| 1Y | -49.7% | +116.5% | -166.1% | -52.5% |
| 3Y | -38.0% | +742.8% | -780.8% | -46.8% |
| 5Y | -38.7% | +753.3% | -792.1% | -48.5% |
| 10Y | +221.3% | +403.2% | -181.9% | +167.5% |
| All | +1,661.1% | +377.5% | +1,283.6% | +1,253.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling