+211.1%
INTU vs PM
+196.3%
+14.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.2% | -5.3% | -4.5% |
| 7D | -7.5% | -1.3% | -6.2% | -7.2% |
| 30D | -1.9% | -2.6% | +0.6% | -1.2% |
| 3M | +4.9% | +5.8% | -0.9% | +2.9% |
| 6M | -33.2% | +10.6% | -43.8% | -35.7% |
| YTD | -51.4% | +17.2% | -68.6% | -54.4% |
| 1Y | -52.0% | +17.6% | -69.6% | -55.2% |
| 3Y | -40.7% | +124.3% | -164.9% | -58.0% |
| 5Y | -41.7% | +125.1% | -166.8% | -59.4% |
| 10Y | +211.1% | +198.6% | +12.5% | +81.9% |
| All | +211.1% | +196.3% | +14.8% | +81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PM 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling