+4,804.6%
INTU vs PWR
+7,422.2%
-2,617.6%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.3% | -10.0% | -5.0% |
| 7D | +0.1% | -12.9% | +13.0% | +2.2% |
| 30D | +15.4% | -22.8% | +38.3% | +20.2% |
| 3M | +6.6% | -19.0% | +25.6% | +9.4% |
| 6M | -11.3% | -31.1% | +19.8% | -7.4% |
| YTD | -47.7% | +28.2% | -76.0% | -52.7% |
| 1Y | -47.0% | +22.2% | -69.2% | -51.7% |
| 3Y | -29.9% | +222.1% | -252.1% | -48.9% |
| 5Y | -42.2% | +364.1% | -406.3% | -61.0% |
| 10Y | +251.7% | +1,864.5% | -1,612.8% | +75.4% |
| All | +4,804.6% | +7,422.2% | -2,617.6% | +1,367.9% |
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