-40.0%
INTU vs PLUG
-96.6%
+56.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.5% | +7.0% | +0.1% |
| 7D | +7.1% | -4.9% | +12.1% | +7.5% |
| 30D | +23.0% | -27.4% | +50.4% | +26.2% |
| 3M | +8.7% | -35.7% | +44.4% | +12.5% |
| 6M | -10.1% | -59.3% | +49.2% | -4.3% |
| YTD | -45.7% | -31.5% | -14.2% | -46.2% |
| 1Y | -45.1% | -48.9% | +3.8% | -44.1% |
| 3Y | -26.9% | -79.6% | +52.7% | -25.3% |
| 5Y | -40.0% | -96.5% | +56.5% | -1.3% |
| All | -40.0% | -96.6% | +56.7% | -1.3% |
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