-52.7%
INTU vs MKC
-24.0%
-28.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.5% |
| 7D | -8.5% | -4.3% | -4.1% | -8.0% |
| 30D | -6.1% | -3.1% | -3.0% | -5.7% |
| 3M | +7.3% | +6.8% | +0.5% | +8.3% |
| 6M | -33.2% | -18.3% | -14.9% | -35.6% |
| YTD | -52.2% | -23.1% | -29.1% | -53.7% |
| 1Y | -52.7% | -23.7% | -29.0% | -54.0% |
| All | -52.7% | -24.0% | -28.7% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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