-41.3%
INTU vs PLUG
-96.5%
+55.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -9.0% | +9.7% | +1.4% |
| 7D | -1.2% | -3.2% | +1.9% | -1.1% |
| 30D | +12.4% | -18.7% | +31.2% | +14.2% |
| 3M | +2.3% | -35.3% | +37.6% | +5.7% |
| 6M | -13.3% | -56.2% | +42.9% | -8.5% |
| YTD | -47.9% | -30.7% | -17.2% | -48.5% |
| 1Y | -47.2% | -46.7% | -0.5% | -46.4% |
| 3Y | -33.9% | -61.3% | +27.4% | -40.1% |
| 5Y | -41.3% | -96.6% | +55.3% | +1.0% |
| All | -41.3% | -96.5% | +55.1% | +1.0% |
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