+235.3%
INTU vs PWR
+1,915.1%
-1,679.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +9.4% | -10.3% | -3.3% |
| 7D | -3.9% | -4.8% | +0.8% | -3.6% |
| 30D | +11.7% | -16.2% | +27.9% | +15.6% |
| 3M | +4.5% | -11.9% | +16.4% | +5.8% |
| 6M | -13.9% | -20.6% | +6.7% | -11.8% |
| YTD | -48.2% | +40.3% | -88.5% | -58.4% |
| 1Y | -47.1% | +33.0% | -80.2% | -56.7% |
| 3Y | -32.5% | +250.0% | -282.5% | -65.7% |
| 5Y | -42.6% | +404.2% | -446.7% | -75.6% |
| 10Y | +235.3% | +1,865.8% | -1,630.5% | -23.4% |
| All | +235.3% | +1,915.1% | -1,679.8% | -23.4% |
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