-47.0%
INTU vs PCG
-20.1%
-26.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.0% | -1.8% | -4.1% |
| 7D | +0.1% | -1.6% | +1.7% | -0.2% |
| 30D | +15.4% | +1.4% | +14.0% | +15.8% |
| 3M | +6.6% | -23.4% | +30.0% | +1.2% |
| 6M | -11.3% | -19.4% | +8.1% | -13.1% |
| YTD | -47.7% | -18.5% | -29.2% | -49.3% |
| 1Y | -47.0% | -19.5% | -27.5% | -48.7% |
| All | -47.0% | -20.1% | -26.9% | -48.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling