+217.8%
INTU vs MO
+114.7%
+103.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +2.7% |
| 7D | -3.3% | +0.1% | -3.5% | -3.4% |
| 30D | -3.9% | +7.1% | -11.1% | -5.5% |
| 3M | +16.6% | -2.0% | +18.6% | +17.2% |
| 6M | -26.4% | +7.3% | -33.7% | -28.0% |
| YTD | -51.0% | +23.5% | -74.5% | -53.9% |
| 1Y | -50.8% | +11.0% | -61.8% | -52.5% |
| 3Y | -40.1% | +95.0% | -135.1% | -51.9% |
| 5Y | -41.2% | +100.6% | -141.8% | -54.1% |
| All | +217.8% | +114.7% | +103.1% | +119.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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