-38.1%
INTU vs PLD
+21.6%
-59.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.6% | -3.2% |
| 7D | -7.1% | -2.4% | -4.7% | -6.6% |
| 30D | +1.5% | -2.4% | +3.9% | +1.9% |
| 3M | +10.7% | -3.8% | +14.5% | +11.4% |
| 6M | -23.8% | 0.0% | -23.9% | -24.2% |
| YTD | -49.3% | +9.2% | -58.5% | -50.8% |
| 1Y | -49.7% | +25.9% | -75.6% | -53.3% |
| All | -38.1% | +21.6% | -59.8% | -45.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling