+14,671.9%
INTU vs PCG
-3.7%
+14,675.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.6% |
| 7D | -4.1% | -2.0% | -2.2% | -3.9% |
| 30D | +12.8% | -2.7% | +15.5% | +13.1% |
| 3M | +2.1% | -25.1% | +27.2% | +4.6% |
| 6M | -11.5% | -22.3% | +10.8% | -9.7% |
| YTD | -47.9% | -18.5% | -29.4% | -47.3% |
| 1Y | -47.7% | -21.8% | -25.8% | -46.9% |
| 3Y | -34.0% | -21.0% | -12.9% | -33.4% |
| 5Y | -43.5% | +8.1% | -51.6% | -44.9% |
| 10Y | +231.1% | -76.6% | +307.7% | +242.2% |
| All | +14,671.9% | -3.7% | +14,675.6% | +11,315.8% |
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 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