-38.4%
INTU vs MP
+58.1%
-96.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.4% | -4.8% | -3.5% |
| 7D | -7.1% | -2.9% | -4.2% | -6.8% |
| 30D | +1.5% | +13.8% | -12.4% | 0.0% |
| 3M | +10.7% | -16.7% | +27.4% | +12.1% |
| 6M | -23.8% | -11.5% | -12.3% | -24.2% |
| YTD | -49.3% | +7.9% | -57.2% | -51.3% |
| 1Y | -49.7% | -15.0% | -34.6% | -50.9% |
| 3Y | -38.0% | +153.5% | -191.5% | -54.8% |
| All | -38.4% | +58.1% | -96.5% | -48.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling