-43.2%
INTU vs PWR
+411.6%
-454.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.6% |
| 7D | +0.1% | +11.3% | -11.2% | -1.8% |
| 30D | +10.1% | -8.9% | +18.9% | +11.1% |
| 3M | -4.2% | -10.5% | +6.3% | -3.5% |
| 6M | -7.2% | -22.2% | +14.9% | -4.0% |
| YTD | -47.7% | +42.7% | -90.4% | -57.8% |
| 1Y | -46.7% | +41.1% | -87.8% | -57.0% |
| 3Y | -34.1% | +242.7% | -276.8% | -68.9% |
| All | -43.2% | +411.6% | -454.8% | -80.2% |
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