-49.7%
INTU vs MDT
+5.4%
-55.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.6% |
| 7D | -7.1% | +3.2% | -10.3% | -7.7% |
| 30D | +1.5% | +9.5% | -8.1% | -0.2% |
| 3M | +10.7% | +16.0% | -5.3% | +8.1% |
| 6M | -23.8% | +0.2% | -24.0% | -25.2% |
| YTD | -49.3% | -0.3% | -49.0% | -50.2% |
| 1Y | -49.7% | +4.7% | -54.4% | -50.9% |
| All | -49.7% | +5.4% | -55.0% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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