-41.7%
INTU vs PFGC
+110.5%
-152.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.3% | -3.5% |
| 7D | -7.5% | -2.4% | -5.1% | -6.7% |
| 30D | -1.9% | -15.8% | +13.8% | +4.1% |
| 3M | +4.9% | -0.6% | +5.5% | +4.9% |
| 6M | -33.2% | +10.7% | -43.9% | -36.3% |
| YTD | -51.4% | +7.6% | -59.0% | -53.8% |
| 1Y | -52.0% | -7.8% | -44.2% | -51.3% |
| 3Y | -40.7% | +63.7% | -104.4% | -54.6% |
| 5Y | -41.7% | +112.3% | -154.0% | -60.9% |
| All | -41.7% | +110.5% | -152.2% | -60.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling