+22.3%
INTU vs MP
+271.0%
-248.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.6% |
| 7D | -3.9% | +2.3% | -6.2% | -4.2% |
| 30D | +12.0% | -15.3% | +27.3% | +13.4% |
| 3M | +2.3% | -33.5% | +35.8% | +5.7% |
| 6M | -12.1% | -45.5% | +33.4% | -8.2% |
| YTD | -47.5% | -27.3% | -20.2% | -47.8% |
| 1Y | -46.9% | -40.7% | -6.2% | -45.9% |
| 3Y | -33.5% | +145.9% | -179.3% | -50.4% |
| 5Y | -41.2% | -13.9% | -27.3% | -48.7% |
| All | +22.3% | +271.0% | -248.7% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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