-24.6%
INTU vs MAGS
+190.0%
-214.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAGS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +2.3% |
| 7D | -3.3% | +0.6% | -4.0% | -3.6% |
| 30D | -3.9% | +3.2% | -7.1% | -5.4% |
| 3M | +16.6% | +7.7% | +9.0% | +12.0% |
| 6M | -26.4% | +12.5% | -38.9% | -31.3% |
| YTD | -51.0% | +6.0% | -57.0% | -52.7% |
| 1Y | -50.8% | +14.4% | -65.1% | -54.5% |
| 3Y | -40.1% | +127.5% | -167.6% | -65.3% |
| All | -24.6% | +190.0% | -214.6% | -63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MAGS.
Daily Out/Under-Performance
Portfolio return minus MAGS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAGS 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 MAGS 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