+14,738.3%
INTU vs PNC
+2,051.1%
+12,687.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | +0.1% | +3.1% | -3.0% | -1.0% |
| 30D | +10.1% | +7.6% | +2.4% | +7.4% |
| 3M | -4.2% | -8.1% | +4.0% | -1.5% |
| 6M | -7.2% | +12.6% | -19.8% | -11.3% |
| YTD | -47.7% | +15.0% | -62.6% | -50.7% |
| 1Y | -46.7% | +30.4% | -77.1% | -51.9% |
| 3Y | -34.1% | +116.1% | -150.2% | -50.4% |
| 5Y | -43.3% | +37.5% | -80.8% | -50.6% |
| 10Y | +232.6% | +205.1% | +27.5% | +114.5% |
| All | +14,738.3% | +2,051.1% | +12,687.3% | +3,888.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling