+243.1%
INTU vs PCG
-77.4%
+320.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.0% | -1.8% | -3.6% |
| 7D | +0.1% | -1.6% | +1.7% | +0.2% |
| 30D | +15.4% | +1.4% | +14.0% | +15.3% |
| 3M | +6.6% | -23.4% | +30.0% | +8.3% |
| 6M | -11.3% | -19.4% | +8.1% | -10.3% |
| YTD | -47.7% | -18.5% | -29.2% | -47.3% |
| 1Y | -47.0% | -19.5% | -27.5% | -46.6% |
| 3Y | -29.9% | -21.0% | -8.9% | -29.5% |
| 5Y | -42.2% | +13.7% | -56.0% | -43.4% |
| All | +243.1% | -77.4% | +320.5% | +263.8% |
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