-50.8%
INTU vs MKSI
+142.7%
-193.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.1% | +0.7% | +3.2% |
| 7D | -3.3% | +2.7% | -6.0% | -2.8% |
| 30D | -3.9% | -12.8% | +8.9% | -6.3% |
| 3M | +16.6% | -22.5% | +39.2% | +12.7% |
| 6M | -26.4% | +19.4% | -45.8% | -26.4% |
| YTD | -51.0% | +67.7% | -118.7% | -52.6% |
| 1Y | -50.8% | +131.4% | -182.2% | -54.7% |
| All | -50.8% | +142.7% | -193.5% | -54.7% |
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