+6,282.7%
INTU vs MCK
+6,898.6%
-615.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.6% |
| 7D | -8.5% | -3.6% | -4.9% | -7.5% |
| 30D | -6.1% | +1.4% | -7.6% | -6.7% |
| 3M | +7.3% | +13.8% | -6.5% | +3.3% |
| 6M | -33.2% | -5.2% | -28.1% | -32.6% |
| YTD | -52.2% | +9.0% | -61.2% | -54.0% |
| 1Y | -52.7% | +26.9% | -79.6% | -56.6% |
| 3Y | -41.6% | +114.7% | -156.4% | -54.8% |
| 5Y | -42.6% | +347.1% | -389.8% | -64.7% |
| 10Y | +211.0% | +446.4% | -235.3% | +71.5% |
| All | +6,282.7% | +6,898.6% | -615.9% | +1,651.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling