+14,280.4%
INTU vs PCG
+5.7%
+14,274.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.4% | -5.8% | -3.6% |
| 7D | -7.1% | -13.9% | +6.8% | -6.0% |
| 30D | +1.5% | -16.9% | +18.3% | +2.9% |
| 3M | +10.7% | -14.7% | +25.4% | +12.0% |
| 6M | -23.8% | -23.8% | 0.0% | -22.2% |
| YTD | -49.3% | -10.5% | -38.8% | -49.2% |
| 1Y | -49.7% | -5.1% | -44.5% | -49.9% |
| 3Y | -38.0% | -11.6% | -26.4% | -38.2% |
| 5Y | -38.7% | +59.0% | -97.7% | -42.5% |
| 10Y | +221.3% | -75.7% | +297.1% | +231.8% |
| All | +14,280.4% | +5.7% | +14,274.7% | +10,916.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling