-47.5%
INTU vs MPC
+105.0%
-152.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.6% | -5.6% | -1.4% |
| 7D | -3.9% | -9.4% | +5.5% | -3.0% |
| 30D | +11.7% | -14.3% | +26.0% | +13.5% |
| 3M | +4.5% | +31.1% | -26.6% | -0.3% |
| 6M | -13.9% | +60.3% | -74.1% | -19.5% |
| YTD | -48.2% | +142.5% | -190.7% | -47.5% |
| All | -47.5% | +105.0% | -152.5% | -45.2% |
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