+2,834.2%
PG vs INTU
+17,031.5%
-14,197.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.6% | +1.0% |
| 7D | +2.7% | +0.1% | +2.6% | +2.7% |
| 30D | +9.2% | +10.1% | -0.9% | +8.3% |
| 3M | +18.5% | -4.2% | +22.7% | +18.8% |
| 6M | +21.1% | -7.2% | +28.3% | +21.1% |
| YTD | +21.9% | -47.7% | +69.6% | +27.5% |
| 1Y | +18.1% | -46.7% | +64.8% | +23.2% |
| 3Y | +20.6% | -34.1% | +54.6% | +22.5% |
| 5Y | +31.8% | -43.3% | +75.1% | +33.9% |
| 10Y | +166.5% | +232.6% | -66.1% | +132.4% |
| All | +2,834.2% | +17,031.5% | -14,197.3% | +1,671.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling