-50.8%
INTU vs MOH
+4.9%
-55.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.0% | +0.8% | +2.8% |
| 7D | -3.3% | +1.7% | -5.1% | -3.3% |
| 30D | -3.9% | -0.9% | -3.0% | -3.9% |
| 3M | +16.6% | +5.7% | +10.9% | +17.3% |
| 6M | -26.4% | +39.1% | -65.6% | -24.3% |
| YTD | -51.0% | +17.7% | -68.7% | -49.8% |
| 1Y | -50.8% | +8.4% | -59.1% | -50.2% |
| All | -50.8% | +4.9% | -55.7% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 1y: compounded portfolio wealth divided by compounded MOH 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…
1y analysis · Full analysis span regression · 6 months rolling