+150.5%
INTU vs MDB
+924.6%
-774.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.2% |
| 7D | -3.9% | +3.0% | -6.9% | -4.8% |
| 30D | +12.0% | -11.3% | +23.3% | +14.5% |
| 3M | +2.3% | -23.0% | +25.3% | +7.3% |
| 6M | -12.1% | +14.8% | -26.8% | -18.1% |
| YTD | -47.5% | -19.4% | -28.1% | -47.1% |
| 1Y | -46.9% | -9.0% | -37.9% | -48.6% |
| 3Y | -33.5% | -10.3% | -23.2% | -41.0% |
| 5Y | -41.2% | -38.4% | -2.9% | -48.7% |
| All | +150.5% | +924.6% | -774.1% | +4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling