+27.3%
INTU vs MP
+262.7%
-235.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.1% | +8.5% | +3.9% |
| 7D | +8.7% | -12.5% | +21.2% | +9.9% |
| 30D | +25.9% | -23.3% | +49.2% | +28.6% |
| 3M | +10.7% | -24.4% | +35.1% | +13.0% |
| 6M | -11.6% | -45.8% | +34.2% | -7.6% |
| YTD | -45.4% | -28.9% | -16.5% | -45.5% |
| 1Y | -45.2% | -34.6% | -10.6% | -45.0% |
| 3Y | -26.5% | +118.7% | -145.2% | -44.1% |
| 5Y | -40.7% | -3.1% | -37.6% | -48.7% |
| All | +27.3% | +262.7% | -235.4% | -0.5% |
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 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