+26.0%
PFE vs INTU
-47.2%
+73.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.4% | -0.5% |
| 7D | -4.7% | -3.9% | -0.8% | -4.4% |
| 30D | +3.4% | +11.7% | -8.4% | +2.8% |
| 3M | +9.2% | +4.5% | +4.8% | +9.0% |
| 6M | +15.8% | -13.9% | +29.7% | +15.9% |
| YTD | +23.4% | -48.2% | +71.7% | +26.0% |
| All | +26.0% | -47.2% | +73.2% | +28.1% |
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