-32.5%
INTU vs PLUG
-75.5%
+43.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.4% | -1.0% |
| 7D | -3.9% | +14.5% | -18.4% | -4.0% |
| 30D | +11.7% | -10.7% | +22.4% | +11.8% |
| 3M | +4.5% | -31.2% | +35.7% | +4.8% |
| 6M | -13.9% | -51.9% | +38.0% | -13.4% |
| YTD | -48.2% | -23.9% | -24.4% | -48.9% |
| 1Y | -47.1% | -43.4% | -3.7% | -47.4% |
| 3Y | -32.5% | -74.7% | +42.2% | -34.4% |
| All | -32.5% | -75.5% | +43.0% | -34.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling