+217.8%
INTU vs MRSH
+218.8%
-1.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +3.0% |
| 7D | -3.3% | -4.8% | +1.4% | +0.4% |
| 30D | -3.9% | -6.3% | +2.4% | +1.2% |
| 3M | +16.6% | +5.8% | +10.8% | +12.2% |
| 6M | -26.4% | +2.8% | -29.2% | -28.2% |
| YTD | -51.0% | -3.1% | -47.9% | -50.4% |
| 1Y | -50.8% | -11.3% | -39.5% | -47.0% |
| 3Y | -40.1% | -5.0% | -35.1% | -40.8% |
| 5Y | -41.2% | +19.2% | -60.4% | -51.6% |
| All | +217.8% | +218.8% | -1.1% | +32.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling