-48.1%
INTU vs PLTD
-77.5%
+29.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.7% | +0.9% |
| 7D | +0.1% | -4.8% | +4.8% | -0.9% |
| 30D | +10.1% | +16.9% | -6.8% | +13.8% |
| 3M | -4.2% | +2.6% | -6.8% | -3.3% |
| 6M | -7.2% | -36.2% | +29.0% | -12.8% |
| YTD | -47.7% | -19.4% | -28.3% | -48.1% |
| 1Y | -46.7% | -22.5% | -24.2% | -47.3% |
| All | -48.1% | -77.5% | +29.4% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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