+237.9%
INTU vs MPC
+1,105.8%
-867.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.7% |
| 7D | -1.2% | -8.8% | +7.6% | +0.6% |
| 30D | +12.4% | -14.4% | +26.8% | +16.1% |
| 3M | +2.3% | +21.9% | -19.7% | -2.9% |
| 6M | -13.3% | +60.1% | -73.4% | -22.8% |
| YTD | -47.9% | +142.3% | -190.2% | -58.1% |
| 1Y | -47.2% | +101.7% | -148.9% | -55.7% |
| 3Y | -33.9% | +184.8% | -218.7% | -50.4% |
| 5Y | -41.3% | +564.6% | -605.9% | -65.3% |
| 10Y | +237.9% | +1,098.3% | -860.4% | +68.3% |
| All | +237.9% | +1,105.8% | -867.9% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 10y: compounded portfolio wealth divided by compounded MPC 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…
10y analysis · Full analysis span regression · 6 months rolling