+49.6%
PFE vs INTU
+251.7%
-202.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.4% | -0.4% |
| 7D | -4.7% | -3.9% | -0.8% | -4.0% |
| 30D | +3.4% | +11.7% | -8.4% | +1.4% |
| 3M | +9.2% | +4.5% | +4.8% | +8.1% |
| 6M | +15.8% | -13.9% | +29.7% | +17.3% |
| YTD | +23.4% | -48.2% | +71.7% | +36.7% |
| 1Y | +25.8% | -47.1% | +73.0% | +38.7% |
| 3Y | +17.8% | -32.5% | +50.3% | +20.5% |
| 5Y | -20.2% | -42.6% | +22.4% | -18.1% |
| 10Y | +49.6% | +235.3% | -185.7% | +2.9% |
| All | +49.6% | +251.7% | -202.1% | +2.9% |
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