+116.1%
PG vs INTU
+219.6%
-103.4%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | +1.2% |
| 7D | -0.8% | -3.3% | +2.5% | -0.3% |
| 30D | +0.8% | -3.9% | +4.8% | +1.3% |
| 3M | -1.3% | +16.6% | -18.0% | -3.8% |
| 6M | -3.8% | -26.4% | +22.6% | -0.6% |
| YTD | +3.6% | -51.0% | +54.6% | +14.3% |
| 1Y | -5.7% | -50.8% | +45.0% | +3.8% |
| 3Y | +1.6% | -40.1% | +41.6% | +5.3% |
| 5Y | +14.6% | -41.2% | +55.8% | +15.6% |
| All | +116.1% | +219.6% | -103.4% | +44.1% |
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 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