+236.7%
INTU vs MDY
+165.3%
+71.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.6% |
| 7D | +0.1% | +2.3% | -2.2% | -2.0% |
| 30D | +10.1% | +2.0% | +8.1% | +7.9% |
| 3M | -4.2% | -5.6% | +1.5% | +0.4% |
| 6M | -7.2% | +1.3% | -8.5% | -9.6% |
| YTD | -47.7% | +12.3% | -60.0% | -54.2% |
| 1Y | -46.7% | +15.8% | -62.5% | -54.7% |
| 3Y | -34.1% | +56.5% | -90.6% | -58.9% |
| 5Y | -43.3% | +35.1% | -78.4% | -58.6% |
| All | +236.7% | +165.3% | +71.4% | +32.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling