+147.3%
INTU vs MDB
+892.0%
-744.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.6% | -5.6% | -2.2% |
| 7D | -3.9% | -0.9% | -3.0% | -3.9% |
| 30D | +11.7% | -15.2% | +26.9% | +15.5% |
| 3M | +4.5% | -17.9% | +22.4% | +7.6% |
| 6M | -13.9% | +9.3% | -23.2% | -18.7% |
| YTD | -48.2% | -22.0% | -26.2% | -47.3% |
| 1Y | -47.1% | -9.3% | -37.8% | -48.8% |
| 3Y | -32.5% | -10.4% | -22.1% | -40.2% |
| 5Y | -42.6% | -43.2% | +0.7% | -48.7% |
| All | +147.3% | +892.0% | -744.7% | +4.4% |
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