+235.3%
INTU vs PFGC
+360.0%
-124.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.0% | -4.9% | -1.8% |
| 7D | -3.9% | +10.8% | -14.8% | -6.2% |
| 30D | +11.7% | +17.8% | -6.1% | +7.7% |
| 3M | +4.5% | -2.7% | +7.2% | +4.8% |
| 6M | -13.9% | +20.0% | -33.9% | -17.5% |
| YTD | -48.2% | +24.3% | -72.5% | -51.2% |
| 1Y | -47.1% | +13.2% | -60.3% | -49.2% |
| 3Y | -32.5% | +85.9% | -118.4% | -42.2% |
| 5Y | -42.6% | +141.0% | -183.6% | -53.6% |
| 10Y | +235.3% | +370.6% | -135.3% | +156.9% |
| All | +235.3% | +360.0% | -124.7% | +156.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling