-45.2%
INTU vs PLD
+9.3%
-54.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.8% | +1.7% | +3.9% |
| 7D | +8.7% | +4.9% | +3.8% | +10.2% |
| 30D | +25.9% | +2.6% | +23.3% | +26.5% |
| 3M | +10.7% | -4.8% | +15.5% | +9.0% |
| 6M | -11.6% | -3.9% | -7.7% | -11.6% |
| YTD | -45.4% | +5.3% | -50.7% | -41.3% |
| 1Y | -45.2% | +9.3% | -54.5% | -41.6% |
| All | -45.2% | +9.3% | -54.5% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 1y: compounded portfolio wealth divided by compounded PLD 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…
1y analysis · Full analysis span regression · 6 months rolling