+236.7%
INTU vs MO
+154.9%
+81.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.2% |
| 7D | +0.1% | +3.3% | -3.3% | -0.7% |
| 30D | +10.1% | +7.5% | +2.5% | +8.2% |
| 3M | -4.2% | +22.8% | -27.0% | -8.8% |
| 6M | -7.2% | +13.4% | -20.6% | -10.1% |
| YTD | -47.7% | +43.0% | -90.7% | -52.5% |
| 1Y | -46.7% | +45.2% | -91.9% | -51.9% |
| 3Y | -34.1% | +145.5% | -179.6% | -50.2% |
| 5Y | -43.3% | +157.1% | -200.3% | -58.7% |
| All | +236.7% | +154.9% | +81.9% | +122.5% |
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