-49.7%
INTU vs MMM
+12.8%
-62.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | -7.1% | -3.3% | -3.8% | -7.2% |
| 30D | +1.5% | -7.0% | +8.5% | +1.1% |
| 3M | +10.7% | +10.8% | -0.2% | +11.3% |
| 6M | -23.8% | +5.8% | -29.6% | -22.3% |
| YTD | -49.3% | +6.8% | -56.1% | -48.5% |
| 1Y | -49.7% | +10.4% | -60.0% | -49.4% |
| All | -49.7% | +12.8% | -62.5% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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