-49.7%
INTU vs MSCI
+4.9%
-54.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.2% |
| 7D | -7.1% | +0.4% | -7.5% | -7.3% |
| 30D | +1.5% | +0.6% | +0.9% | +1.2% |
| 3M | +10.7% | -7.1% | +17.7% | +14.4% |
| 6M | -23.8% | +0.8% | -24.7% | -24.6% |
| YTD | -49.3% | +1.0% | -50.3% | -49.1% |
| 1Y | -49.7% | +4.3% | -54.0% | -49.4% |
| All | -49.7% | +4.9% | -54.6% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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