-38.4%
INTU vs PAAS
+113.1%
-151.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -1.0% | -3.1% |
| 7D | -7.1% | -2.9% | -4.2% | -6.7% |
| 30D | +1.5% | +6.8% | -5.3% | +0.4% |
| 3M | +10.7% | -2.9% | +13.5% | +10.6% |
| 6M | -23.8% | -16.4% | -7.4% | -22.8% |
| YTD | -49.3% | 0.0% | -49.3% | -50.5% |
| 1Y | -49.7% | +54.3% | -104.0% | -54.9% |
| 3Y | -38.0% | +230.7% | -268.7% | -54.1% |
| All | -38.4% | +113.1% | -151.5% | -54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling