-49.7%
INTU vs PFGC
-5.1%
-44.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.8% | -3.4% |
| 7D | -7.1% | -2.2% | -4.9% | -7.3% |
| 30D | +1.5% | -11.9% | +13.4% | +0.3% |
| 3M | +10.7% | +5.0% | +5.7% | +13.3% |
| 6M | -23.8% | +8.6% | -32.4% | -21.1% |
| YTD | -49.3% | +9.7% | -59.0% | -48.2% |
| 1Y | -49.7% | -6.3% | -43.4% | -47.3% |
| All | -49.7% | -5.1% | -44.6% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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