+235.3%
INTU vs PLD
+248.8%
-13.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -2.4% |
| 7D | -3.9% | +0.7% | -4.6% | -4.3% |
| 30D | +11.7% | +0.8% | +10.9% | +11.0% |
| 3M | +4.5% | -6.1% | +10.6% | +7.7% |
| 6M | -13.9% | -8.0% | -5.9% | -10.9% |
| YTD | -48.2% | +4.7% | -52.9% | -50.8% |
| 1Y | -47.1% | +7.2% | -54.3% | -50.5% |
| 3Y | -32.5% | +39.2% | -71.7% | -48.9% |
| 5Y | -42.6% | +1.9% | -44.5% | -47.2% |
| 10Y | +235.3% | +256.8% | -21.5% | +66.9% |
| All | +235.3% | +248.8% | -13.5% | +66.9% |
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