-29.9%
INTU vs PLD
+31.5%
-61.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.2% | -2.5% | -3.6% |
| 7D | +0.1% | -0.8% | +0.9% | +0.3% |
| 30D | +15.4% | -0.3% | +15.7% | +15.4% |
| 3M | +6.6% | -8.0% | +14.6% | +8.0% |
| 6M | -11.3% | -9.8% | -1.5% | -10.0% |
| YTD | -47.7% | +1.8% | -49.5% | -48.6% |
| 1Y | -47.0% | +5.6% | -52.6% | -48.5% |
| 3Y | -29.9% | +33.3% | -63.2% | -39.1% |
| All | -29.9% | +31.5% | -61.4% | -39.1% |
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