-34.1%
INTU vs MDB
-11.2%
-22.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.1% | +0.8% |
| 7D | +0.1% | +6.8% | -6.8% | -1.3% |
| 30D | +10.1% | -6.2% | +16.3% | +10.6% |
| 3M | -4.2% | -29.2% | +25.1% | +1.3% |
| 6M | -7.2% | +10.3% | -17.5% | -11.3% |
| YTD | -47.7% | -20.4% | -27.3% | -47.6% |
| 1Y | -46.7% | -4.8% | -41.9% | -48.4% |
| 3Y | -34.1% | -11.6% | -22.5% | -37.9% |
| All | -34.1% | -11.2% | -22.8% | -37.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling