-41.7%
INTU vs MKSI
+184.9%
-226.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | -0.2% |
| 7D | -9.2% | +4.9% | -14.0% | -9.4% |
| 30D | -7.0% | -11.0% | +3.9% | -6.5% |
| 3M | +10.5% | -17.1% | +27.6% | +9.8% |
| 6M | -30.6% | +16.4% | -47.0% | -35.3% |
| YTD | -52.3% | +64.3% | -116.6% | -59.2% |
| 1Y | -51.8% | +137.7% | -189.5% | -62.4% |
| All | -41.7% | +184.9% | -226.6% | -59.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling