+237.9%
INTU vs MLM
+149.0%
+88.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | -1.2% | -2.9% | +1.6% | -0.2% |
| 30D | +12.4% | +10.4% | +2.0% | +8.2% |
| 3M | +2.3% | -3.7% | +6.0% | +3.6% |
| 6M | -13.3% | -10.3% | -3.1% | -10.4% |
| YTD | -47.9% | -14.8% | -33.1% | -45.6% |
| 1Y | -47.2% | -13.9% | -33.3% | -45.2% |
| 3Y | -33.9% | +18.4% | -52.3% | -40.9% |
| 5Y | -41.3% | +31.8% | -73.1% | -50.4% |
| 10Y | +237.9% | +143.4% | +94.5% | +114.7% |
| All | +237.9% | +149.0% | +88.9% | +114.7% |
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