-45.2%
INTU vs MKSI
+40.1%
-85.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.0% | +8.4% | +2.0% |
| 7D | +8.7% | -10.7% | +19.3% | +5.5% |
| 30D | +25.9% | -30.5% | +56.4% | +14.8% |
| 3M | +10.7% | -39.2% | +49.9% | -1.6% |
| 6M | -11.6% | -33.0% | +21.4% | -18.6% |
| YTD | -45.4% | +22.3% | -67.7% | -48.3% |
| 1Y | -45.2% | +42.7% | -87.9% | -49.1% |
| All | -45.2% | +40.1% | -85.3% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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