+209.1%
INTU vs PBF
+367.4%
-158.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.4% |
| 7D | -9.2% | +2.3% | -11.5% | -9.4% |
| 30D | -7.0% | +11.6% | -18.6% | -8.1% |
| 3M | +10.5% | +81.7% | -71.2% | +3.4% |
| 6M | -30.6% | +96.4% | -127.0% | -35.7% |
| YTD | -52.3% | +189.5% | -241.8% | -57.8% |
| 1Y | -51.8% | +180.7% | -232.6% | -57.4% |
| 3Y | -41.8% | +56.6% | -98.5% | -46.8% |
| 5Y | -42.8% | +802.0% | -844.8% | -58.9% |
| All | +209.1% | +367.4% | -158.4% | +124.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded PBF 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling