+1,740.4%
INTU vs PRU
+785.9%
+954.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.6% | -1.1% | -3.0% |
| 7D | +0.1% | +2.4% | -2.3% | -0.6% |
| 30D | +15.4% | +6.1% | +9.3% | +13.5% |
| 3M | +6.6% | -0.7% | +7.3% | +6.9% |
| 6M | -11.3% | +22.1% | -33.4% | -16.6% |
| YTD | -47.7% | +9.8% | -57.5% | -49.4% |
| 1Y | -47.0% | +19.4% | -66.4% | -49.9% |
| 3Y | -29.9% | +50.4% | -80.3% | -38.7% |
| 5Y | -42.2% | +37.2% | -79.4% | -48.1% |
| 10Y | +251.7% | +119.5% | +132.1% | +161.8% |
| All | +1,740.4% | +785.9% | +954.5% | +553.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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