+660.2%
INTU vs PSLV
+115.4%
+544.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -4.1% |
| 7D | -7.5% | +2.7% | -10.2% | -7.7% |
| 30D | -1.9% | +3.5% | -5.4% | -2.3% |
| 3M | +4.9% | +0.3% | +4.6% | +4.6% |
| 6M | -33.2% | -21.0% | -12.2% | -32.2% |
| YTD | -51.4% | -8.9% | -42.5% | -52.2% |
| 1Y | -52.0% | +54.0% | -106.0% | -56.1% |
| 3Y | -40.7% | +175.4% | -216.1% | -50.0% |
| 5Y | -41.7% | +157.7% | -199.4% | -50.9% |
| 10Y | +211.1% | +184.9% | +26.2% | +152.6% |
| All | +660.2% | +115.4% | +544.8% | +486.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling