+236.7%
INTU vs MLM
+138.2%
+98.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.2% | +0.7% |
| 7D | +0.1% | -0.9% | +0.9% | +0.4% |
| 30D | +10.1% | +9.0% | +1.0% | +6.4% |
| 3M | -4.2% | -5.6% | +1.4% | -2.2% |
| 6M | -7.2% | -10.7% | +3.4% | -4.0% |
| YTD | -47.7% | -17.2% | -30.5% | -44.8% |
| 1Y | -46.7% | -14.2% | -32.5% | -44.6% |
| 3Y | -34.1% | +15.6% | -49.7% | -40.6% |
| 5Y | -43.3% | +26.2% | -69.5% | -51.3% |
| All | +236.7% | +138.2% | +98.5% | +116.6% |
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