-27.2%
INTU vs MP
+104.2%
-131.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.0% | +5.5% | -0.5% |
| 7D | +7.1% | -19.0% | +26.1% | +7.1% |
| 30D | +23.0% | -30.5% | +53.5% | +22.9% |
| 3M | +8.7% | -29.6% | +38.3% | +8.6% |
| 6M | -10.1% | -50.4% | +40.3% | -9.6% |
| YTD | -45.7% | -33.2% | -12.5% | -46.0% |
| 1Y | -45.1% | -38.6% | -6.5% | -45.3% |
| All | -27.2% | +104.2% | -131.4% | -36.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling