+14,280.4%
INTU vs MAS
+892.6%
+13,387.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.8% | -5.2% | -3.9% |
| 7D | -7.1% | -0.8% | -6.3% | -6.9% |
| 30D | +1.5% | -5.6% | +7.0% | +3.2% |
| 3M | +10.7% | +4.4% | +6.2% | +8.2% |
| 6M | -23.8% | +7.2% | -31.0% | -27.0% |
| YTD | -49.3% | +16.1% | -65.4% | -53.0% |
| 1Y | -49.7% | +0.1% | -49.8% | -51.1% |
| 3Y | -38.0% | +28.3% | -66.3% | -45.6% |
| 5Y | -38.7% | +30.5% | -69.2% | -46.3% |
| 10Y | +221.3% | +139.1% | +82.2% | +130.8% |
| All | +14,280.4% | +892.6% | +13,387.9% | +5,499.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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