-42.8%
INTU vs MRNA
-70.5%
+27.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.4% |
| 7D | -9.2% | -8.2% | -0.9% | -8.7% |
| 30D | -7.0% | +125.6% | -132.6% | -16.4% |
| 3M | +10.5% | +197.1% | -186.5% | -4.9% |
| 6M | -30.6% | +148.5% | -179.1% | -39.1% |
| YTD | -52.3% | +363.3% | -415.6% | -62.3% |
| 1Y | -51.8% | +462.0% | -513.8% | -63.4% |
| 3Y | -41.8% | +26.9% | -68.8% | -47.0% |
| 5Y | -42.8% | -69.6% | +26.8% | -39.9% |
| All | -42.8% | -70.5% | +27.7% | -39.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling