+243.1%
INTU vs PAAS
+192.1%
+51.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.5% | -5.2% | -3.9% |
| 7D | +0.1% | +8.4% | -8.3% | -0.8% |
| 30D | +15.4% | -7.2% | +22.6% | +16.2% |
| 3M | +6.6% | -14.0% | +20.6% | +7.8% |
| 6M | -11.3% | -26.8% | +15.4% | -9.0% |
| YTD | -47.7% | -19.8% | -27.9% | -47.6% |
| 1Y | -47.0% | +22.8% | -69.9% | -50.1% |
| 3Y | -29.9% | +183.6% | -213.6% | -42.9% |
| 5Y | -42.2% | +73.8% | -116.0% | -51.0% |
| All | +243.1% | +192.1% | +51.0% | +175.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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