+236.7%
INTU vs PCG
-76.0%
+312.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.7% | +0.3% |
| 7D | +0.1% | +2.2% | -2.1% | -0.1% |
| 30D | +10.1% | +0.8% | +9.3% | +10.0% |
| 3M | -4.2% | -23.8% | +19.6% | -2.6% |
| 6M | -7.2% | -19.6% | +12.4% | -6.2% |
| YTD | -47.7% | -16.7% | -31.0% | -47.4% |
| 1Y | -46.7% | -19.4% | -27.3% | -46.2% |
| 3Y | -34.1% | -18.3% | -15.8% | -33.8% |
| 5Y | -43.3% | +10.4% | -53.7% | -44.4% |
| All | +236.7% | -76.0% | +312.7% | +250.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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