+14,729.7%
INTU vs MMM
+2,016.7%
+12,713.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.4% | -2.4% | -3.1% |
| 7D | +0.1% | +6.2% | -6.1% | -2.9% |
| 30D | +15.4% | +14.2% | +1.2% | +8.1% |
| 3M | +6.6% | +2.9% | +3.7% | +4.6% |
| 6M | -11.3% | +27.6% | -38.9% | -22.3% |
| YTD | -47.7% | +17.3% | -65.0% | -52.8% |
| 1Y | -47.0% | +15.1% | -62.1% | -51.8% |
| 3Y | -29.9% | +157.1% | -187.1% | -60.1% |
| 5Y | -42.2% | +45.1% | -87.3% | -55.9% |
| 10Y | +251.7% | +83.9% | +167.8% | +125.5% |
| All | +14,729.7% | +2,016.7% | +12,713.0% | +2,348.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling