+223.4%
INTU vs MOS
+5.8%
+217.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.4% | -4.8% | -3.6% |
| 7D | -7.1% | +9.5% | -16.6% | -8.4% |
| 30D | +1.5% | +10.4% | -9.0% | -0.3% |
| 3M | +10.7% | +12.9% | -2.2% | +8.1% |
| 6M | -23.8% | +1.2% | -25.1% | -25.0% |
| YTD | -49.3% | +9.3% | -58.6% | -51.0% |
| 1Y | -49.7% | -18.0% | -31.7% | -49.0% |
| 3Y | -38.0% | -29.0% | -9.0% | -36.8% |
| 5Y | -38.7% | -9.6% | -29.2% | -41.8% |
| All | +223.4% | +5.8% | +217.5% | +175.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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