-23.8%
INTU vs PLUG
-3.6%
-20.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.8% | -6.2% | -2.8% |
| 7D | -7.1% | -0.9% | -6.2% | -7.2% |
| 30D | +1.5% | +3.3% | -1.9% | +2.4% |
| 3M | +10.7% | -39.7% | +50.4% | +1.6% |
| 6M | -23.8% | -12.5% | -11.3% | -25.5% |
| All | -23.8% | -3.6% | -20.3% | -25.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling