+233.5%
INTU vs MS
+575.8%
-342.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -0.1% |
| 7D | -3.9% | -1.7% | -2.2% | -3.3% |
| 30D | +12.0% | +0.9% | +11.1% | +11.1% |
| 3M | +2.3% | -10.8% | +13.2% | +7.2% |
| 6M | -12.1% | +0.9% | -13.0% | -14.6% |
| YTD | -47.5% | +9.8% | -57.3% | -51.6% |
| 1Y | -46.9% | +17.1% | -64.0% | -52.7% |
| 3Y | -33.5% | +175.7% | -209.2% | -63.2% |
| 5Y | -41.2% | +125.9% | -167.1% | -64.1% |
| 10Y | +233.5% | +556.2% | -322.7% | +19.0% |
| All | +233.5% | +575.8% | -342.3% | +19.0% |
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