+46.2%
PFE vs INTU
+236.7%
-190.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.2% | +0.3% |
| 7D | -0.7% | -1.2% | +0.5% | -0.5% |
| 30D | +5.3% | +12.4% | -7.1% | +3.2% |
| 3M | +10.1% | +2.3% | +7.9% | +9.4% |
| 6M | +18.0% | -13.3% | +31.3% | +19.4% |
| YTD | +25.8% | -47.9% | +73.7% | +39.2% |
| 1Y | +28.4% | -47.2% | +75.6% | +41.6% |
| 3Y | +20.9% | -33.9% | +54.8% | +24.3% |
| 5Y | -21.5% | -41.3% | +19.8% | -19.9% |
| 10Y | +46.2% | +237.9% | -191.7% | +0.2% |
| All | +46.2% | +236.7% | -190.5% | +0.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling