-34.1%
INTU vs MMM
+158.4%
-192.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.6% |
| 7D | +0.1% | -0.4% | +0.4% | +0.1% |
| 30D | +10.1% | +12.1% | -2.1% | +8.3% |
| 3M | -4.2% | +1.4% | -5.6% | -4.5% |
| 6M | -7.2% | +26.6% | -33.8% | -10.6% |
| YTD | -47.7% | +16.8% | -64.5% | -49.0% |
| 1Y | -46.7% | +10.1% | -56.8% | -47.4% |
| 3Y | -34.1% | +158.4% | -192.5% | -39.6% |
| All | -34.1% | +158.4% | -192.5% | -39.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling