+1,741.2%
INTU vs PFG
+1,015.3%
+725.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.8% | -2.9% |
| 7D | -7.1% | +5.5% | -12.6% | -8.6% |
| 30D | +1.5% | +2.4% | -0.9% | +0.7% |
| 3M | +10.7% | +13.6% | -2.9% | +6.4% |
| 6M | -23.8% | +27.9% | -51.7% | -29.5% |
| YTD | -49.3% | +35.6% | -84.9% | -53.9% |
| 1Y | -49.7% | +48.5% | -98.1% | -55.5% |
| 3Y | -38.0% | +66.9% | -104.9% | -47.5% |
| 5Y | -38.7% | +111.0% | -149.7% | -51.5% |
| 10Y | +221.3% | +244.5% | -23.2% | +110.7% |
| All | +1,741.2% | +1,015.3% | +725.9% | +623.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling