+223.4%
INTU vs PLD
+236.1%
-12.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.6% | -3.0% |
| 7D | -7.1% | -2.4% | -4.7% | -5.9% |
| 30D | +1.5% | -2.4% | +3.9% | +2.8% |
| 3M | +10.7% | -3.8% | +14.5% | +12.6% |
| 6M | -23.8% | 0.0% | -23.9% | -24.8% |
| YTD | -49.3% | +9.2% | -58.5% | -52.7% |
| 1Y | -49.7% | +25.9% | -75.6% | -56.9% |
| 3Y | -38.0% | +21.3% | -59.3% | -48.2% |
| 5Y | -38.7% | +14.1% | -52.9% | -47.1% |
| All | +223.4% | +236.1% | -12.8% | +62.7% |
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