+233.5%
INTU vs MPC
+1,145.2%
-911.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.4% | -2.8% | -0.1% |
| 7D | -3.9% | +2.6% | -6.5% | -4.5% |
| 30D | +12.0% | -12.2% | +24.2% | +14.9% |
| 3M | +2.3% | +20.1% | -17.8% | -2.5% |
| 6M | -12.1% | +60.6% | -72.7% | -21.7% |
| YTD | -47.5% | +150.6% | -198.1% | -58.2% |
| 1Y | -46.9% | +104.7% | -151.5% | -55.7% |
| 3Y | -33.5% | +194.5% | -228.0% | -50.5% |
| 5Y | -41.2% | +582.3% | -623.5% | -65.5% |
| 10Y | +233.5% | +1,135.3% | -901.8% | +64.5% |
| All | +233.5% | +1,145.2% | -911.7% | +64.5% |
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