-1.6%
PEP vs INTU
-49.4%
+47.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | -0.6% |
| 7D | -1.4% | -7.1% | +5.7% | -1.4% |
| 30D | +0.2% | +1.5% | -1.2% | +0.3% |
| 3M | -1.1% | +10.7% | -11.8% | -1.4% |
| 6M | -13.5% | -23.8% | +10.4% | -16.3% |
| YTD | -1.2% | -49.3% | +48.1% | -9.3% |
| 1Y | -1.6% | -49.7% | +48.1% | -8.8% |
| All | -1.6% | -49.4% | +47.9% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded INTU 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling