+15,387.1%
INTU vs MAS
+1,085.3%
+14,301.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.6% | -2.2% | +1.7% |
| 7D | +8.7% | +14.2% | -5.5% | +4.2% |
| 30D | +25.9% | +26.8% | -1.0% | +16.9% |
| 3M | +10.7% | +13.1% | -2.4% | +6.5% |
| 6M | -11.6% | +27.9% | -39.5% | -19.1% |
| YTD | -45.4% | +38.7% | -84.1% | -52.1% |
| 1Y | -45.2% | +40.4% | -85.6% | -52.2% |
| 3Y | -26.5% | +66.1% | -92.6% | -40.4% |
| 5Y | -40.7% | +47.4% | -88.1% | -49.9% |
| 10Y | +267.2% | +238.3% | +28.9% | +138.7% |
| All | +15,387.1% | +1,085.3% | +14,301.8% | +5,607.3% |
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