+210.2%
INTU vs MDY
+177.6%
+32.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -0.6% |
| 7D | -8.5% | -0.8% | -7.7% | -7.8% |
| 30D | -6.1% | -3.9% | -2.3% | -2.9% |
| 3M | +7.3% | 0.0% | +7.4% | +6.8% |
| 6M | -33.2% | +8.5% | -41.8% | -39.1% |
| YTD | -52.2% | +13.2% | -65.4% | -58.2% |
| 1Y | -52.7% | +15.0% | -67.7% | -59.4% |
| 3Y | -41.6% | +49.6% | -91.2% | -61.7% |
| 5Y | -42.6% | +46.0% | -88.7% | -60.7% |
| All | +210.2% | +177.6% | +32.6% | +19.2% |
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