+211.0%
INTU vs PFGC
+287.3%
-76.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.3% |
| 7D | -8.5% | -3.7% | -4.7% | -7.7% |
| 30D | -6.1% | -16.0% | +9.8% | -2.7% |
| 3M | +7.3% | -4.1% | +11.5% | +8.2% |
| 6M | -33.2% | +8.7% | -41.9% | -34.7% |
| YTD | -52.2% | +6.4% | -58.5% | -53.3% |
| 1Y | -52.7% | -8.4% | -44.3% | -52.3% |
| 3Y | -41.6% | +61.8% | -103.4% | -48.4% |
| 5Y | -42.6% | +108.7% | -151.4% | -52.2% |
| 10Y | +211.0% | +298.1% | -87.1% | +140.3% |
| All | +211.0% | +287.3% | -76.3% | +140.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling