+4,789.7%
INTU vs MAR
+2,498.9%
+2,290.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | -7.1% | -4.2% | -2.9% | -5.6% |
| 30D | +1.5% | -6.7% | +8.1% | +4.0% |
| 3M | +10.7% | -12.5% | +23.1% | +15.8% |
| 6M | -23.8% | +0.6% | -24.4% | -24.9% |
| YTD | -49.3% | +9.1% | -58.4% | -51.7% |
| 1Y | -49.7% | +26.2% | -75.9% | -54.8% |
| 3Y | -38.0% | +68.2% | -106.2% | -50.4% |
| 5Y | -38.7% | +163.9% | -202.7% | -58.3% |
| 10Y | +221.3% | +420.6% | -199.2% | +57.7% |
| All | +4,789.7% | +2,498.9% | +2,290.8% | +1,058.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MAR.
Daily Out/Under-Performance
Portfolio return minus MAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAR 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 MAR 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