+211.0%
INTU vs MDT
+38.9%
+172.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.0% | -1.3% |
| 7D | -8.5% | -0.3% | -8.1% | -8.3% |
| 30D | -6.1% | +2.8% | -8.9% | -7.5% |
| 3M | +7.3% | +13.1% | -5.8% | +0.6% |
| 6M | -33.2% | +2.3% | -35.6% | -34.4% |
| YTD | -52.2% | -2.7% | -49.5% | -51.9% |
| 1Y | -52.7% | +0.9% | -53.5% | -53.6% |
| 3Y | -41.6% | +26.8% | -68.4% | -51.1% |
| 5Y | -42.6% | -19.5% | -23.2% | -37.2% |
| 10Y | +211.0% | +40.6% | +170.5% | +143.1% |
| All | +211.0% | +38.9% | +172.2% | +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