+209.1%
INTU vs MDY
+175.0%
+34.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.6% | +0.5% |
| 7D | -9.2% | -2.5% | -6.6% | -7.1% |
| 30D | -7.0% | -5.0% | -2.0% | -2.8% |
| 3M | +10.5% | +0.5% | +10.1% | +9.4% |
| 6M | -30.6% | +8.0% | -38.6% | -36.4% |
| YTD | -52.3% | +12.2% | -64.5% | -58.0% |
| 1Y | -51.8% | +14.0% | -65.8% | -58.3% |
| 3Y | -41.8% | +48.2% | -90.0% | -61.6% |
| 5Y | -42.8% | +46.1% | -88.9% | -60.9% |
| All | +209.1% | +175.0% | +34.1% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MDY 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling