-42.8%
INTU vs PSLV
+148.4%
-191.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.3% | +4.9% | -0.1% |
| 7D | -9.2% | -4.9% | -4.3% | -8.9% |
| 30D | -7.0% | -1.9% | -5.2% | -7.0% |
| 3M | +10.5% | +4.2% | +6.3% | +10.1% |
| 6M | -30.6% | -27.6% | -3.0% | -29.1% |
| YTD | -52.3% | -11.7% | -40.7% | -53.8% |
| 1Y | -51.8% | +49.3% | -101.1% | -58.2% |
| 3Y | -41.8% | +167.1% | -209.0% | -56.7% |
| 5Y | -42.8% | +151.7% | -194.5% | -60.2% |
| All | -42.8% | +148.4% | -191.2% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 5y: compounded portfolio wealth divided by compounded PSLV 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…
5y analysis · Full analysis span regression · 6 months rolling