+1,714.7%
PLTR vs INTU
+11.2%
+1,703.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.7% |
| 7D | +0.4% | -3.9% | +4.3% | +3.1% |
| 30D | -17.5% | +12.0% | -29.5% | -25.0% |
| 3M | -1.5% | +2.3% | -3.8% | -5.4% |
| 6M | +25.9% | -12.1% | +38.0% | +30.0% |
| YTD | -3.0% | -47.5% | +44.5% | +47.6% |
| 1Y | -9.7% | -46.9% | +37.2% | +35.6% |
| 3Y | +776.5% | -33.5% | +809.9% | +912.1% |
| 5Y | +649.9% | -41.2% | +691.1% | +802.1% |
| All | +1,714.7% | +11.2% | +1,703.5% | +1,481.4% |
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 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