+8,157.1%
INTU vs PLD
+1,606.2%
+6,550.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.2% |
| 7D | +7.1% | +0.4% | +6.7% | +7.0% |
| 30D | +23.0% | -0.1% | +23.1% | +22.9% |
| 3M | +8.7% | -7.9% | +16.7% | +11.5% |
| 6M | -10.1% | -7.0% | -3.1% | -8.5% |
| YTD | -45.7% | +3.1% | -48.7% | -46.9% |
| 1Y | -45.1% | +7.1% | -52.2% | -47.0% |
| 3Y | -26.9% | +32.9% | -59.8% | -35.7% |
| 5Y | -40.0% | +1.5% | -41.5% | -42.0% |
| 10Y | +265.4% | +245.9% | +19.5% | +144.1% |
| All | +8,157.1% | +1,606.2% | +6,550.9% | +2,807.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling