+310.6%
INTU vs PFGC
+419.1%
-108.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.8% | -3.3% |
| 7D | -7.1% | -2.2% | -4.9% | -6.6% |
| 30D | +1.5% | -11.9% | +13.4% | +4.1% |
| 3M | +10.7% | +5.0% | +5.7% | +9.4% |
| 6M | -23.8% | +8.6% | -32.4% | -25.6% |
| YTD | -49.3% | +9.7% | -59.0% | -50.8% |
| 1Y | -49.7% | -6.3% | -43.4% | -49.5% |
| 3Y | -38.0% | +58.2% | -96.2% | -45.0% |
| 5Y | -38.7% | +110.4% | -149.2% | -49.0% |
| 10Y | +221.3% | +272.8% | -51.4% | +142.8% |
| All | +310.6% | +419.1% | -108.5% | +193.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling