-38.4%
INTU vs PWR
+443.9%
-482.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.1% | -3.5% |
| 7D | -7.1% | +3.6% | -10.7% | -7.8% |
| 30D | +1.5% | -8.6% | +10.0% | +3.1% |
| 3M | +10.7% | -13.2% | +23.8% | +13.1% |
| 6M | -23.8% | +9.9% | -33.7% | -29.7% |
| YTD | -49.3% | +48.0% | -97.3% | -58.8% |
| 1Y | -49.7% | +66.2% | -115.8% | -61.5% |
| 3Y | -38.0% | +195.1% | -233.1% | -66.8% |
| All | -38.4% | +443.9% | -482.3% | -78.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling