+18.2%
INTU vs MP
+450.8%
-432.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.1% |
| 3M | +10.7% | -16.7% | +27.4% | +12.0% |
| 6M | -23.8% | -11.5% | -12.3% | -24.2% |
| YTD | -49.3% | +7.9% | -57.2% | -51.1% |
| 1Y | -49.7% | -15.0% | -34.6% | -50.7% |
| 3Y | -38.0% | +153.5% | -191.5% | -52.2% |
| 5Y | -38.7% | +58.7% | -97.4% | -49.3% |
| All | +18.2% | +450.8% | -432.6% | -10.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling