+48.5%
PFE vs INTU
+230.7%
-182.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -2.0% |
| 7D | -2.1% | -4.1% | +2.0% | -1.4% |
| 30D | +3.1% | +12.8% | -9.7% | +0.9% |
| 3M | +11.2% | +2.1% | +9.1% | +10.4% |
| 6M | +15.0% | -11.5% | +26.5% | +15.9% |
| YTD | +23.5% | -47.9% | +71.5% | +36.7% |
| 1Y | +18.9% | -47.7% | +66.6% | +31.4% |
| 3Y | +18.7% | -34.0% | +52.7% | +22.1% |
| 5Y | -24.0% | -43.5% | +19.5% | -21.5% |
| All | +48.5% | +230.7% | -182.2% | 0.0% |
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