-52.7%
INTU vs PEG
-5.7%
-47.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.2% | -2.4% |
| 7D | -8.5% | -0.1% | -8.4% | -8.5% |
| 30D | -6.1% | -1.7% | -4.4% | -7.1% |
| 3M | +7.3% | -6.8% | +14.1% | +3.1% |
| 6M | -33.2% | -11.4% | -21.9% | -36.8% |
| YTD | -52.2% | -7.2% | -44.9% | -53.8% |
| 1Y | -52.7% | -6.1% | -46.6% | -54.4% |
| All | -52.7% | -5.7% | -47.0% | -54.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling