-51.8%
INTU vs MDY
+13.9%
-65.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.6% | -0.4% |
| 7D | -9.2% | -2.5% | -6.6% | -9.3% |
| 30D | -7.0% | -5.0% | -2.0% | -7.4% |
| 3M | +10.5% | +0.5% | +10.1% | +10.0% |
| 6M | -30.6% | +8.0% | -38.6% | -32.3% |
| YTD | -52.3% | +12.2% | -64.5% | -54.9% |
| 1Y | -51.8% | +14.0% | -65.8% | -55.2% |
| All | -51.8% | +13.9% | -65.7% | -55.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling