-48.1%
INTU vs PLTD
-76.4%
+28.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.2% | -0.6% | -4.4% |
| 7D | +0.1% | +13.7% | -13.6% | +2.8% |
| 30D | +15.4% | +18.4% | -3.0% | +19.5% |
| 3M | +6.6% | -7.5% | +14.0% | +5.5% |
| 6M | -11.3% | -31.3% | +20.0% | -15.3% |
| YTD | -47.7% | -15.4% | -32.3% | -47.6% |
| 1Y | -47.0% | -18.4% | -28.6% | -47.0% |
| All | -48.1% | -76.4% | +28.3% | -55.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling