+211.1%
INTU vs MMM
+54.6%
+156.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.9% |
| 7D | -7.5% | -1.6% | -5.9% | -6.9% |
| 30D | -1.9% | -8.0% | +6.1% | +1.3% |
| 3M | +4.9% | +9.4% | -4.5% | +0.7% |
| 6M | -33.2% | +10.2% | -43.5% | -36.6% |
| YTD | -51.4% | +6.1% | -57.5% | -53.4% |
| 1Y | -52.0% | +10.8% | -62.8% | -55.0% |
| 3Y | -40.7% | +104.8% | -145.5% | -60.5% |
| 5Y | -41.7% | +27.0% | -68.8% | -50.0% |
| 10Y | +211.1% | +53.8% | +157.3% | +124.6% |
| All | +211.1% | +54.6% | +156.6% | +124.6% |
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