-40.1%
INTU vs MCK
+112.3%
-152.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.7% | +2.8% |
| 7D | -3.3% | -2.9% | -0.4% | -3.2% |
| 30D | -3.9% | +0.4% | -4.3% | -3.9% |
| 3M | +16.6% | +12.1% | +4.5% | +16.1% |
| 6M | -26.4% | -5.4% | -21.0% | -26.5% |
| YTD | -51.0% | +7.8% | -58.8% | -51.4% |
| 1Y | -50.8% | +22.9% | -73.7% | -52.0% |
| 3Y | -40.1% | +110.7% | -150.8% | -41.6% |
| All | -40.1% | +112.3% | -152.4% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 3y: compounded portfolio wealth divided by compounded MCK 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…
3y analysis · Full analysis span regression · 6 months rolling