-45.2%
INTU vs PNR
-31.2%
-14.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.3% | +0.2% | +3.0% |
| 7D | +8.7% | +11.9% | -3.2% | +7.0% |
| 30D | +25.9% | +37.1% | -11.3% | +20.4% |
| 3M | +10.7% | +5.7% | +5.0% | +9.7% |
| 6M | -11.6% | -5.7% | -5.9% | -11.9% |
| YTD | -45.4% | -29.8% | -15.6% | -41.1% |
| 1Y | -45.2% | -31.8% | -13.4% | -40.1% |
| All | -45.2% | -31.2% | -14.1% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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