+235.3%
INTU vs PLUG
+25.0%
+210.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.4% | -1.3% |
| 7D | -3.9% | +14.5% | -18.4% | -5.2% |
| 30D | +11.7% | -10.7% | +22.4% | +12.6% |
| 3M | +4.5% | -31.2% | +35.7% | +7.5% |
| 6M | -13.9% | -51.9% | +38.0% | -9.6% |
| YTD | -48.2% | -23.9% | -24.4% | -48.9% |
| 1Y | -47.1% | -43.4% | -3.7% | -46.5% |
| 3Y | -32.5% | -74.7% | +42.2% | -34.5% |
| 5Y | -42.6% | -96.3% | +53.8% | -32.3% |
| 10Y | +235.3% | +20.0% | +215.3% | +180.5% |
| All | +235.3% | +25.0% | +210.3% | +180.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 10y: compounded portfolio wealth divided by compounded PLUG 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…
10y analysis · Full analysis span regression · 6 months rolling