+243.1%
INTU vs MLM
+185.4%
+57.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.8% | -1.9% | -3.0% |
| 7D | +0.1% | -4.1% | +4.2% | +1.8% |
| 30D | +15.4% | +8.2% | +7.3% | +12.0% |
| 3M | +6.6% | -3.6% | +10.2% | +7.9% |
| 6M | -11.3% | -15.6% | +4.2% | -6.2% |
| YTD | -47.7% | -16.4% | -31.3% | -45.1% |
| 1Y | -47.0% | -14.3% | -32.7% | -44.9% |
| 3Y | -29.9% | +19.3% | -49.2% | -37.5% |
| 5Y | -42.2% | +29.6% | -71.8% | -50.7% |
| All | +243.1% | +185.4% | +57.7% | +121.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 10y: compounded portfolio wealth divided by compounded MLM 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…
10y analysis · Full analysis span regression · 6 months rolling