-29.9%
INTU vs PCG
-21.6%
-8.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.0% | -1.8% | -3.8% |
| 7D | +0.1% | -1.6% | +1.7% | +0.1% |
| 30D | +15.4% | +1.4% | +14.0% | +15.4% |
| 3M | +6.6% | -23.4% | +30.0% | +6.7% |
| 6M | -11.3% | -19.4% | +8.1% | -11.4% |
| YTD | -47.7% | -18.5% | -29.2% | -48.3% |
| 1Y | -47.0% | -19.5% | -27.5% | -47.4% |
| 3Y | -29.9% | -21.0% | -8.9% | -31.2% |
| All | -29.9% | -21.6% | -8.3% | -31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling