+235.3%
INTU vs MMM
+88.0%
+147.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.8% | -1.7% |
| 7D | -3.9% | +5.8% | -9.7% | -6.2% |
| 30D | +11.7% | +17.9% | -6.2% | +4.5% |
| 3M | +4.5% | +3.6% | +0.9% | +2.7% |
| 6M | -13.9% | +32.9% | -46.8% | -24.1% |
| YTD | -48.2% | +19.5% | -67.7% | -52.8% |
| 1Y | -47.1% | +16.5% | -63.7% | -51.3% |
| 3Y | -32.5% | +167.2% | -199.6% | -60.4% |
| 5Y | -42.6% | +48.2% | -90.8% | -54.0% |
| 10Y | +235.3% | +83.0% | +152.3% | +132.9% |
| All | +235.3% | +88.0% | +147.3% | +132.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling