-47.5%
INTU vs PFG
+43.7%
-91.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.0% | -5.0% | -2.1% |
| 7D | -3.9% | +2.3% | -6.2% | -4.6% |
| 30D | +11.7% | +7.6% | +4.1% | +9.3% |
| 3M | +4.5% | +2.5% | +1.9% | +3.7% |
| 6M | -13.9% | +16.6% | -30.5% | -17.9% |
| YTD | -48.2% | +34.1% | -82.3% | -53.2% |
| All | -47.5% | +43.7% | -91.2% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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