-49.7%
INTU vs MRNA
+511.3%
-561.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.2% | -1.1% | -3.3% |
| 7D | -7.1% | +5.5% | -12.6% | -7.2% |
| 30D | +1.5% | +158.7% | -157.3% | -1.6% |
| 3M | +10.7% | +182.1% | -171.5% | +7.3% |
| 6M | -23.8% | +151.8% | -175.7% | -25.8% |
| YTD | -49.3% | +393.6% | -442.9% | -52.1% |
| 1Y | -49.7% | +499.5% | -549.1% | -54.1% |
| All | -49.7% | +511.3% | -561.0% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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