+235.3%
INTU vs MS
+614.4%
-379.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.1% | -4.1% | -2.4% |
| 7D | -3.9% | +0.7% | -4.7% | -4.4% |
| 30D | +11.7% | -0.9% | +12.7% | +11.8% |
| 3M | +4.5% | -13.0% | +17.5% | +10.7% |
| 6M | -13.9% | -2.0% | -11.9% | -15.2% |
| YTD | -48.2% | +7.8% | -56.0% | -51.8% |
| 1Y | -47.1% | +17.9% | -65.0% | -53.1% |
| 3Y | -32.5% | +174.8% | -207.3% | -62.6% |
| 5Y | -42.6% | +119.9% | -162.4% | -64.5% |
| 10Y | +235.3% | +578.8% | -343.6% | +22.7% |
| All | +235.3% | +614.4% | -379.2% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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