+211.1%
INTU vs PWR
+2,399.9%
-2,188.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.3% | -6.5% | -4.8% |
| 7D | -7.5% | +4.5% | -12.1% | -8.8% |
| 30D | -1.9% | -4.9% | +2.9% | -1.0% |
| 3M | +4.9% | -7.9% | +12.7% | +5.2% |
| 6M | -33.2% | +18.3% | -51.6% | -40.2% |
| YTD | -51.4% | +51.5% | -102.9% | -61.0% |
| 1Y | -52.0% | +70.3% | -122.3% | -63.6% |
| 3Y | -40.7% | +210.6% | -251.3% | -67.2% |
| 5Y | -41.7% | +456.7% | -498.4% | -75.5% |
| 10Y | +211.1% | +2,396.1% | -2,185.0% | -36.7% |
| All | +211.1% | +2,399.9% | -2,188.8% | -36.7% |
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