-47.0%
INTU vs MPC
+102.0%
-149.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.2% | -2.5% | -3.6% |
| 7D | +0.1% | -16.2% | +16.3% | +2.1% |
| 30D | +15.4% | -15.7% | +31.1% | +17.3% |
| 3M | +6.6% | +24.9% | -18.3% | +2.2% |
| 6M | -11.3% | +52.7% | -64.0% | -16.8% |
| YTD | -47.7% | +131.9% | -179.6% | -46.9% |
| 1Y | -47.0% | +96.6% | -143.7% | -45.0% |
| All | -47.0% | +102.0% | -149.0% | -45.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling