-52.0%
INTU vs MDB
+9.1%
-61.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.5% | -0.7% | -3.1% |
| 7D | -7.5% | -18.0% | +10.5% | -2.3% |
| 30D | -1.9% | -10.7% | +8.8% | +0.8% |
| 3M | +4.9% | +1.0% | +3.9% | +3.1% |
| 6M | -33.2% | +31.6% | -64.8% | -39.5% |
| YTD | -51.4% | -15.2% | -36.2% | -52.2% |
| 1Y | -52.0% | +10.1% | -62.1% | -53.5% |
| All | -52.0% | +9.1% | -61.1% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MDB 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling