+6,353.4%
INTU vs MDY
+2,662.7%
+3,690.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.5% |
| 7D | -7.1% | +0.1% | -7.2% | -7.2% |
| 30D | +1.5% | -1.5% | +2.9% | +2.8% |
| 3M | +10.7% | +0.8% | +9.9% | +9.0% |
| 6M | -23.8% | +7.4% | -31.3% | -30.7% |
| YTD | -49.3% | +15.2% | -64.5% | -57.2% |
| 1Y | -49.7% | +16.5% | -66.2% | -58.1% |
| 3Y | -38.0% | +46.8% | -84.8% | -60.2% |
| 5Y | -38.7% | +46.0% | -84.8% | -59.4% |
| 10Y | +221.3% | +172.1% | +49.3% | +6.4% |
| All | +6,353.4% | +2,662.7% | +3,690.7% | -10.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling