-49.7%
INTU vs MRSH
-7.9%
-41.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.4% | -1.9% | -2.7% |
| 7D | -7.1% | -3.6% | -3.5% | -5.5% |
| 30D | +1.5% | -3.0% | +4.4% | +2.9% |
| 3M | +10.7% | +15.8% | -5.2% | +6.0% |
| 6M | -23.8% | +1.6% | -25.4% | -25.7% |
| YTD | -49.3% | +1.7% | -51.0% | -50.2% |
| 1Y | -49.7% | -8.0% | -41.6% | -50.2% |
| All | -49.7% | -7.9% | -41.8% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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