+14,683.6%
INTU vs MKC
+1,427.5%
+13,256.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +1.5% |
| 7D | -1.2% | -2.4% | +1.2% | -0.4% |
| 30D | +12.4% | +5.4% | +7.1% | +10.4% |
| 3M | +2.3% | -11.1% | +13.4% | +6.7% |
| 6M | -13.3% | -1.4% | -11.9% | -12.9% |
| YTD | -47.9% | -29.4% | -18.5% | -41.8% |
| 1Y | -47.2% | -24.7% | -22.4% | -42.4% |
| 3Y | -33.9% | -21.8% | -12.1% | -30.8% |
| 5Y | -41.3% | -36.0% | -5.3% | -34.7% |
| 10Y | +237.9% | +24.9% | +213.0% | +189.0% |
| All | +14,683.6% | +1,427.5% | +13,256.1% | +5,567.3% |
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