+233.5%
INTU vs PCG
-76.4%
+309.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.7% |
| 7D | -3.9% | -2.2% | -1.7% | -3.8% |
| 30D | +12.0% | -0.5% | +12.4% | +12.0% |
| 3M | +2.3% | -24.0% | +26.3% | +4.0% |
| 6M | -12.1% | -18.6% | +6.5% | -11.2% |
| YTD | -47.5% | -17.7% | -29.9% | -47.2% |
| 1Y | -46.9% | -20.0% | -26.9% | -46.4% |
| 3Y | -33.5% | -20.2% | -13.2% | -33.1% |
| 5Y | -41.2% | +8.4% | -49.6% | -42.3% |
| 10Y | +233.5% | -76.4% | +309.9% | +247.1% |
| All | +233.5% | -76.4% | +309.9% | +247.1% |
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