+6,577.2%
INTU vs MDY
+2,629.7%
+3,947.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.1% | -0.1% |
| 7D | -3.9% | +0.2% | -4.1% | -4.4% |
| 30D | +12.0% | +2.1% | +9.8% | +9.2% |
| 3M | +2.3% | -3.6% | +6.0% | +5.6% |
| 6M | -12.1% | +1.7% | -13.8% | -14.9% |
| YTD | -47.5% | +13.8% | -61.4% | -55.4% |
| 1Y | -46.9% | +15.5% | -62.4% | -55.5% |
| 3Y | -33.5% | +58.3% | -91.8% | -60.6% |
| 5Y | -41.2% | +37.4% | -78.7% | -58.7% |
| 10Y | +233.5% | +171.0% | +62.5% | +10.4% |
| All | +6,577.2% | +2,629.7% | +3,947.5% | -6.4% |
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