-47.5%
INTU vs MDB
-9.9%
-37.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.6% | -5.6% | -2.1% |
| 7D | -3.9% | -0.9% | -3.0% | -3.9% |
| 30D | +11.7% | -15.2% | +26.9% | +15.3% |
| 3M | +4.5% | -17.9% | +22.4% | +7.2% |
| 6M | -13.9% | +9.3% | -23.2% | -19.7% |
| YTD | -48.2% | -22.0% | -26.2% | -49.4% |
| All | -47.5% | -9.9% | -37.6% | -48.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling