+23.2%
PFE vs INTU
-46.8%
+70.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.3% |
| 7D | -3.0% | -3.9% | +1.0% | -2.7% |
| 30D | +5.2% | +12.0% | -6.8% | +4.6% |
| 3M | +12.2% | +2.3% | +9.9% | +12.1% |
| 6M | +17.8% | -12.1% | +29.9% | +17.6% |
| YTD | +26.2% | -47.5% | +73.7% | +28.0% |
| 1Y | +23.2% | -46.9% | +70.1% | +24.4% |
| All | +23.2% | -46.8% | +70.0% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling