+14,779.2%
INTU vs MO
+9,958.9%
+4,820.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.7% | +0.3% |
| 7D | -3.9% | -0.8% | -3.1% | -3.7% |
| 30D | +12.0% | +8.0% | +4.0% | +9.8% |
| 3M | +2.3% | +20.9% | -18.6% | -2.6% |
| 6M | -12.1% | +16.3% | -28.4% | -15.7% |
| YTD | -47.5% | +40.7% | -88.3% | -52.5% |
| 1Y | -46.9% | +41.5% | -88.4% | -52.0% |
| 3Y | -33.5% | +141.5% | -175.0% | -48.8% |
| 5Y | -41.2% | +153.1% | -194.3% | -55.9% |
| 10Y | +233.5% | +149.3% | +84.2% | +143.4% |
| All | +14,779.2% | +9,958.9% | +4,820.2% | +4,037.9% |
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