-42.2%
INTU vs PFGC
+121.6%
-163.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.0% | -1.8% | -3.0% |
| 7D | +0.1% | +8.5% | -8.4% | -3.2% |
| 30D | +15.4% | +15.0% | +0.4% | +9.3% |
| 3M | +6.6% | -6.2% | +12.8% | +8.7% |
| 6M | -11.3% | +15.7% | -27.0% | -16.7% |
| YTD | -47.7% | +19.6% | -67.3% | -52.5% |
| 1Y | -47.0% | +13.2% | -60.2% | -50.8% |
| 3Y | -29.9% | +77.0% | -106.9% | -48.9% |
| All | -42.2% | +121.6% | -163.8% | -63.9% |
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