-47.0%
INTU vs MLM
-14.5%
-32.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.8% | -1.9% | -3.6% |
| 7D | +0.1% | -4.1% | +4.2% | +0.5% |
| 30D | +15.4% | +8.2% | +7.3% | +15.2% |
| 3M | +6.6% | -3.6% | +10.2% | +6.1% |
| 6M | -11.3% | -15.6% | +4.2% | -12.4% |
| YTD | -47.7% | -16.4% | -31.3% | -48.7% |
| 1Y | -47.0% | -14.3% | -32.7% | -48.6% |
| All | -47.0% | -14.5% | -32.5% | -48.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling