-27.2%
INTU vs MPC
+163.4%
-190.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.9% | +3.4% | 0.0% |
| 7D | +7.1% | -12.8% | +19.9% | +8.9% |
| 30D | +23.0% | -12.7% | +35.7% | +24.9% |
| 3M | +8.7% | +27.1% | -18.4% | +4.6% |
| 6M | -10.1% | +45.8% | -55.9% | -15.2% |
| YTD | -45.7% | +134.7% | -180.4% | -51.3% |
| 1Y | -45.1% | +106.0% | -151.1% | -49.9% |
| All | -27.2% | +163.4% | -190.6% | -37.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling