-42.2%
INTU vs PWR
+348.7%
-391.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.3% | -10.0% | -4.8% |
| 7D | +0.1% | -12.9% | +13.0% | +2.0% |
| 30D | +15.4% | -22.8% | +38.3% | +20.1% |
| 3M | +6.6% | -19.0% | +25.6% | +9.2% |
| 6M | -11.3% | -31.1% | +19.8% | -6.2% |
| YTD | -47.7% | +28.2% | -76.0% | -57.0% |
| 1Y | -47.0% | +22.2% | -69.2% | -55.7% |
| 3Y | -29.9% | +222.1% | -252.1% | -67.2% |
| All | -42.2% | +348.7% | -391.0% | -79.3% |
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 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