+2,594.4%
INTU vs PLUG
-99.1%
+2,693.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +7.4% | -11.2% | -4.3% |
| 7D | +0.1% | +5.8% | -5.7% | -0.4% |
| 30D | +15.4% | -18.5% | +34.0% | +16.9% |
| 3M | +6.6% | -30.0% | +36.5% | +9.0% |
| 6M | -11.3% | -56.2% | +44.9% | -7.1% |
| YTD | -47.7% | -26.4% | -21.3% | -48.0% |
| 1Y | -47.0% | -42.2% | -4.8% | -46.4% |
| 3Y | -29.9% | -76.8% | +46.9% | -31.0% |
| 5Y | -42.2% | -96.2% | +54.0% | -36.1% |
| 10Y | +251.7% | +2.1% | +249.5% | +182.0% |
| All | +2,594.4% | -99.1% | +2,693.5% | +2,507.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling