+237.9%
INTU vs PLD
+254.7%
-16.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -1.2% | +0.8% | -2.0% | -1.7% |
| 30D | +12.4% | +0.5% | +12.0% | +11.9% |
| 3M | +2.3% | -5.5% | +7.8% | +5.1% |
| 6M | -13.3% | -8.3% | -5.0% | -10.1% |
| YTD | -47.9% | +4.3% | -52.2% | -50.4% |
| 1Y | -47.2% | +7.4% | -54.6% | -50.6% |
| 3Y | -33.9% | +37.1% | -71.0% | -49.5% |
| 5Y | -41.3% | +1.3% | -42.7% | -45.9% |
| 10Y | +237.9% | +267.4% | -29.5% | +66.7% |
| All | +237.9% | +254.7% | -16.8% | +66.7% |
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