+2,050.8%
INTU vs MKSI
+2,206.8%
-156.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.0% | -6.1% | -4.7% |
| 7D | -7.5% | +7.7% | -15.3% | -9.6% |
| 30D | -1.9% | -12.9% | +10.9% | +1.3% |
| 3M | +4.9% | -14.8% | +19.7% | +4.9% |
| 6M | -33.2% | +26.6% | -59.9% | -42.0% |
| YTD | -51.4% | +66.6% | -118.0% | -61.9% |
| 1Y | -52.0% | +144.6% | -196.5% | -67.2% |
| 3Y | -40.7% | +193.1% | -233.8% | -64.5% |
| 5Y | -41.7% | +88.6% | -130.3% | -60.7% |
| 10Y | +211.1% | +490.9% | -279.8% | +39.4% |
| All | +2,050.8% | +2,206.8% | -156.0% | +379.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling