+142.1%
INTU vs MDB
+1,017.4%
-875.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.7% | -2.3% |
| 7D | -7.1% | -17.4% | +10.4% | -2.4% |
| 30D | +1.5% | -2.0% | +3.5% | +1.4% |
| 3M | +10.7% | -3.0% | +13.7% | +10.2% |
| 6M | -23.8% | +48.7% | -72.5% | -32.7% |
| YTD | -49.3% | -12.1% | -37.2% | -49.1% |
| 1Y | -49.7% | +14.5% | -64.2% | -53.4% |
| 3Y | -38.0% | -6.1% | -31.9% | -44.9% |
| 5Y | -38.7% | -27.3% | -11.4% | -48.0% |
| All | +142.1% | +1,017.4% | -875.3% | +0.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling