+237.9%
INTU vs PEG
+159.1%
+78.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.1% | +0.8% |
| 7D | -1.2% | +2.6% | -3.8% | -2.3% |
| 30D | +12.4% | +3.3% | +9.1% | +10.9% |
| 3M | +2.3% | +1.1% | +1.2% | +1.6% |
| 6M | -13.3% | -1.4% | -11.9% | -13.4% |
| YTD | -47.9% | -4.6% | -43.3% | -47.9% |
| 1Y | -47.2% | -7.2% | -39.9% | -46.5% |
| 3Y | -33.9% | +33.7% | -67.6% | -46.0% |
| 5Y | -41.3% | +40.8% | -82.2% | -53.7% |
| 10Y | +237.9% | +162.8% | +75.1% | +95.7% |
| All | +237.9% | +159.1% | +78.8% | +95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 10y: compounded portfolio wealth divided by compounded PEG 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…
10y analysis · Full analysis span regression · 6 months rolling