+236.7%
INTU vs MDT
+62.9%
+173.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.4% | -0.6% |
| 7D | +0.1% | +1.0% | -1.0% | -0.5% |
| 30D | +10.1% | +9.2% | +0.9% | +5.0% |
| 3M | -4.2% | +14.5% | -18.7% | -11.0% |
| 6M | -7.2% | +37.3% | -44.5% | -22.1% |
| YTD | -47.7% | +9.8% | -57.5% | -50.8% |
| 1Y | -46.7% | +10.5% | -57.2% | -50.1% |
| 3Y | -34.1% | +57.4% | -91.5% | -51.2% |
| 5Y | -43.3% | +1.2% | -44.4% | -45.4% |
| All | +236.7% | +62.9% | +173.8% | +143.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling