+14,280.4%
INTU vs MMM
+1,827.0%
+12,453.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | -7.1% | -3.3% | -3.8% | -5.6% |
| 30D | +1.5% | -7.0% | +8.5% | +5.0% |
| 3M | +10.7% | +10.8% | -0.2% | +4.7% |
| 6M | -23.8% | +5.8% | -29.6% | -27.1% |
| YTD | -49.3% | +6.8% | -56.1% | -52.0% |
| 1Y | -49.7% | +10.4% | -60.0% | -53.3% |
| 3Y | -38.0% | +104.7% | -142.7% | -60.2% |
| 5Y | -38.7% | +23.6% | -62.3% | -49.2% |
| 10Y | +221.3% | +54.1% | +167.2% | +125.9% |
| All | +14,280.4% | +1,827.0% | +12,453.4% | +2,394.5% |
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