+223.4%
INTU vs MLM
+199.9%
+23.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.8% |
| 7D | -7.1% | -2.9% | -4.2% | -6.1% |
| 30D | +1.5% | -6.8% | +8.3% | +4.1% |
| 3M | +10.7% | -11.2% | +21.9% | +15.2% |
| 6M | -23.8% | -21.8% | -2.0% | -17.4% |
| YTD | -49.3% | -17.0% | -32.3% | -46.6% |
| 1Y | -49.7% | -16.4% | -33.3% | -47.2% |
| 3Y | -38.0% | +14.5% | -52.5% | -43.8% |
| 5Y | -38.7% | +41.7% | -80.5% | -49.1% |
| All | +223.4% | +199.9% | +23.5% | +100.3% |
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