-34.1%
INTU vs PNC
+115.6%
-149.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | +0.1% | +3.1% | -3.0% | -0.7% |
| 30D | +10.1% | +7.6% | +2.4% | +8.0% |
| 3M | -4.2% | -8.1% | +4.0% | -2.2% |
| 6M | -7.2% | +12.6% | -19.8% | -10.6% |
| YTD | -47.7% | +15.0% | -62.6% | -50.4% |
| 1Y | -46.7% | +30.4% | -77.1% | -51.9% |
| 3Y | -34.1% | +116.1% | -150.2% | -51.0% |
| All | -34.1% | +115.6% | -149.7% | -51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling