+14,280.5%
INTU vs MKC
+1,584.8%
+12,695.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -3.0% |
| 7D | -7.1% | -5.9% | -1.2% | -5.0% |
| 30D | +1.5% | -0.9% | +2.3% | +1.9% |
| 3M | +10.7% | +12.7% | -2.1% | +6.0% |
| 6M | -23.8% | -19.3% | -4.5% | -18.1% |
| YTD | -49.3% | -22.2% | -27.1% | -45.3% |
| 1Y | -49.7% | -23.3% | -26.3% | -45.5% |
| 3Y | -38.0% | -30.0% | -8.0% | -32.2% |
| 5Y | -38.7% | -33.8% | -5.0% | -32.5% |
| 10Y | +221.3% | +24.4% | +196.9% | +175.3% |
| All | +14,280.5% | +1,584.8% | +12,695.7% | +5,226.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling