+211.0%
INTU vs PSKY
-76.1%
+287.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.4% | +3.8% | -0.7% |
| 7D | -8.5% | -6.8% | -1.6% | -7.4% |
| 30D | -6.1% | +10.2% | -16.4% | -7.6% |
| 3M | +7.3% | +0.3% | +7.1% | +7.1% |
| 6M | -33.2% | -7.8% | -25.5% | -32.6% |
| YTD | -52.2% | -23.0% | -29.2% | -50.6% |
| 1Y | -52.7% | -31.6% | -21.0% | -50.7% |
| 3Y | -41.6% | -21.3% | -20.3% | -43.9% |
| 5Y | -42.6% | -71.5% | +28.8% | -35.1% |
| 10Y | +211.0% | -75.6% | +286.7% | +168.8% |
| All | +211.0% | -76.1% | +287.1% | +168.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 10y: compounded portfolio wealth divided by compounded PSKY 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…
10y analysis · Full analysis span regression · 6 months rolling