-45.2%
INTU vs PNC
+32.8%
-78.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.8% | +1.7% | +3.6% |
| 7D | +8.7% | +2.3% | +6.4% | +8.9% |
| 30D | +25.9% | +7.0% | +18.9% | +26.9% |
| 3M | +10.7% | -7.3% | +18.0% | +8.7% |
| 6M | -11.6% | +8.9% | -20.5% | -9.6% |
| YTD | -45.4% | +15.5% | -60.9% | -45.0% |
| 1Y | -45.2% | +31.8% | -77.0% | -49.2% |
| All | -45.2% | +32.8% | -78.0% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 1y: compounded portfolio wealth divided by compounded PNC 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…
1y analysis · Full analysis span regression · 6 months rolling