-33.9%
INTU vs PWR
+250.5%
-284.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.3% | -3.6% | +0.8% |
| 7D | -3.9% | +4.7% | -8.7% | -3.6% |
| 30D | +12.0% | -12.5% | +24.5% | +12.0% |
| 3M | +2.3% | -9.3% | +11.6% | +2.3% |
| 6M | -12.1% | -22.2% | +10.1% | -10.5% |
| YTD | -47.5% | +44.2% | -91.7% | -52.9% |
| 1Y | -46.9% | +35.5% | -82.4% | -51.6% |
| All | -33.9% | +250.5% | -284.4% | -58.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling