-49.7%
INTU vs PLTD
-77.8%
+28.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +4.6% | -8.0% | -2.4% |
| 7D | -7.1% | +5.9% | -13.0% | -5.8% |
| 30D | +1.5% | -11.6% | +13.1% | -0.6% |
| 3M | +10.7% | -29.9% | +40.6% | +5.2% |
| 6M | -23.8% | -28.5% | +4.7% | -26.3% |
| YTD | -49.3% | -20.4% | -28.9% | -49.8% |
| 1Y | -49.7% | -33.3% | -16.4% | -51.3% |
| All | -49.7% | -77.8% | +28.1% | -57.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling