+4,656.0%
INTU vs PWR
+8,583.6%
-3,927.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.1% | -3.5% |
| 7D | -7.1% | +3.6% | -10.7% | -7.7% |
| 30D | +1.5% | -8.6% | +10.0% | +3.0% |
| 3M | +10.7% | -13.2% | +23.8% | +12.2% |
| 6M | -23.8% | +9.9% | -33.7% | -27.4% |
| YTD | -49.3% | +48.0% | -97.3% | -54.9% |
| 1Y | -49.7% | +66.2% | -115.8% | -56.4% |
| 3Y | -38.0% | +195.1% | -233.1% | -53.4% |
| 5Y | -38.7% | +442.6% | -481.3% | -59.4% |
| 10Y | +221.3% | +2,334.2% | -2,112.9% | +55.7% |
| All | +4,656.0% | +8,583.6% | -3,927.5% | +1,301.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling