-40.7%
INTU vs MO
+95.5%
-136.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -4.2% |
| 7D | -7.5% | -2.0% | -5.5% | -7.6% |
| 30D | -1.9% | -0.3% | -1.7% | -2.0% |
| 3M | +4.9% | -2.9% | +7.8% | +5.1% |
| 6M | -33.2% | +5.8% | -39.0% | -32.3% |
| YTD | -51.4% | +22.0% | -73.4% | -50.4% |
| 1Y | -52.0% | +10.7% | -62.7% | -51.0% |
| 3Y | -40.7% | +94.4% | -135.1% | -42.7% |
| All | -40.7% | +95.5% | -136.2% | -42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling