+236.7%
INTU vs PLD
+268.4%
-31.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.4% | +0.4% |
| 7D | +0.1% | +1.3% | -1.3% | -0.7% |
| 30D | +10.1% | -1.4% | +11.4% | +10.7% |
| 3M | -4.2% | -8.2% | +4.0% | -0.1% |
| 6M | -7.2% | -8.0% | +0.8% | -4.1% |
| YTD | -47.7% | +3.2% | -50.8% | -49.9% |
| 1Y | -46.7% | +7.0% | -53.7% | -50.1% |
| 3Y | -34.1% | +38.3% | -72.4% | -50.0% |
| 5Y | -43.3% | +0.2% | -43.5% | -47.4% |
| All | +236.7% | +268.4% | -31.7% | +59.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling