-38.4%
INTU vs PCOR
-43.0%
+4.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.3% | +0.9% | -1.5% |
| 7D | -7.1% | -9.0% | +1.9% | -3.1% |
| 30D | +1.5% | +4.2% | -2.7% | -0.3% |
| 3M | +10.7% | +14.4% | -3.8% | +3.6% |
| 6M | -23.8% | +0.2% | -24.0% | -24.6% |
| YTD | -49.3% | -20.3% | -29.1% | -44.9% |
| 1Y | -49.7% | -16.1% | -33.5% | -46.9% |
| 3Y | -38.0% | -14.7% | -23.3% | -39.5% |
| All | -38.4% | -43.0% | +4.6% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 5y: compounded portfolio wealth divided by compounded PCOR 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…
5y analysis · Full analysis span regression · 6 months rolling