-47.2%
INTU vs MP
-40.8%
-6.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | +0.2% |
| 7D | -1.2% | -3.6% | +2.4% | -1.6% |
| 30D | +12.4% | -21.0% | +33.4% | +9.6% |
| 3M | +2.3% | -33.3% | +35.6% | -2.4% |
| 6M | -13.3% | -45.9% | +32.6% | -16.4% |
| YTD | -47.9% | -27.8% | -20.1% | -49.1% |
| 1Y | -47.2% | -43.2% | -4.0% | -47.5% |
| All | -47.2% | -40.8% | -6.4% | -47.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling