+14,280.4%
INTU vs MO
+8,712.1%
+5,568.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.1% |
| 7D | -7.1% | +0.3% | -7.4% | -7.2% |
| 30D | +1.5% | +0.6% | +0.8% | +1.2% |
| 3M | +10.7% | -1.0% | +11.6% | +10.8% |
| 6M | -23.8% | +4.3% | -28.2% | -25.1% |
| YTD | -49.3% | +23.3% | -72.6% | -52.5% |
| 1Y | -49.7% | +10.5% | -60.1% | -51.5% |
| 3Y | -38.0% | +96.3% | -134.3% | -49.6% |
| 5Y | -38.7% | +98.9% | -137.6% | -51.0% |
| 10Y | +221.3% | +103.6% | +117.7% | +147.0% |
| All | +14,280.4% | +8,712.1% | +5,568.4% | +4,037.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling