+235.2%
INTU vs PWR
+1,857.9%
-1,622.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -4.1% | +19.1% | -23.2% | -8.6% |
| 30D | +12.8% | -12.0% | +24.9% | +15.2% |
| 3M | +2.1% | -10.6% | +12.7% | +3.0% |
| 6M | -11.5% | -20.8% | +9.4% | -9.0% |
| YTD | -47.9% | +43.7% | -91.7% | -58.4% |
| 1Y | -47.7% | +35.0% | -82.7% | -57.3% |
| 3Y | -34.0% | +249.4% | -283.4% | -66.2% |
| 5Y | -43.5% | +422.1% | -465.6% | -76.3% |
| All | +235.2% | +1,857.9% | -1,622.6% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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