+235.2%
INTU vs MLM
+140.0%
+95.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.2% |
| 7D | -4.1% | -2.0% | -2.1% | -3.4% |
| 30D | +12.8% | +9.5% | +3.3% | +8.9% |
| 3M | +2.1% | -4.7% | +6.8% | +3.9% |
| 6M | -11.5% | -10.7% | -0.8% | -8.3% |
| YTD | -47.9% | -16.6% | -31.4% | -45.2% |
| 1Y | -47.7% | -15.4% | -32.3% | -45.3% |
| 3Y | -34.0% | +15.9% | -49.9% | -40.5% |
| 5Y | -43.5% | +27.1% | -70.7% | -51.7% |
| All | +235.2% | +140.0% | +95.3% | +115.0% |
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