+243.1%
INTU vs MOS
+8.6%
+234.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.1% | -3.9% | -3.8% |
| 7D | +0.1% | +21.6% | -21.5% | -2.9% |
| 30D | +15.4% | +12.0% | +3.5% | +13.1% |
| 3M | +6.6% | -3.9% | +10.5% | +6.6% |
| 6M | -11.3% | -3.3% | -8.0% | -11.8% |
| YTD | -47.7% | -4.6% | -43.1% | -48.6% |
| 1Y | -47.0% | -7.0% | -40.0% | -47.8% |
| 3Y | -29.9% | -24.4% | -5.5% | -29.8% |
| 5Y | -42.2% | -32.1% | -10.1% | -42.4% |
| All | +243.1% | +8.6% | +234.5% | +195.7% |
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