-42.2%
INTU vs PLUG
-96.4%
+54.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +7.4% | -11.2% | -4.4% |
| 7D | +0.1% | +5.8% | -5.7% | -0.5% |
| 30D | +15.4% | -18.5% | +34.0% | +17.2% |
| 3M | +6.6% | -30.0% | +36.5% | +9.4% |
| 6M | -11.3% | -56.2% | +44.9% | -6.2% |
| YTD | -47.7% | -26.4% | -21.3% | -48.6% |
| 1Y | -47.0% | -42.2% | -4.8% | -46.7% |
| 3Y | -29.9% | -76.8% | +46.9% | -29.9% |
| All | -42.2% | -96.4% | +54.1% | +0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling