-48.0%
INTU vs PLTU
+103.5%
-151.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +7.1% | -10.8% | -4.5% |
| 7D | +0.1% | -25.3% | +25.4% | +2.7% |
| 30D | +15.4% | -34.5% | +49.9% | +19.4% |
| 3M | +6.6% | -3.4% | +9.9% | +5.2% |
| 6M | -11.3% | +12.4% | -23.7% | -15.5% |
| YTD | -47.7% | -45.1% | -2.6% | -47.8% |
| 1Y | -47.0% | -45.7% | -1.3% | -47.3% |
| All | -48.0% | +103.5% | -151.5% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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