+60.6%
PFE vs INTU
+247.3%
-186.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.8% | +2.1% | -1.0% |
| 7D | -3.7% | +0.1% | -3.8% | -3.7% |
| 30D | +5.0% | +15.4% | -10.5% | +2.4% |
| 3M | +12.2% | +6.6% | +5.6% | +10.6% |
| 6M | +14.6% | -11.3% | +25.9% | +15.4% |
| YTD | +24.1% | -47.7% | +71.8% | +37.3% |
| 1Y | +26.6% | -47.0% | +73.6% | +39.5% |
| 3Y | +14.3% | -29.9% | +44.2% | +16.0% |
| 5Y | -21.9% | -42.2% | +20.3% | -19.9% |
| All | +60.6% | +247.3% | -186.7% | +7.5% |
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