+237.9%
INTU vs MSCI
+789.3%
-551.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -1.0% | -0.4% |
| 7D | -1.2% | +2.7% | -3.9% | -2.9% |
| 30D | +12.4% | +16.2% | -3.8% | +2.3% |
| 3M | +2.3% | +17.1% | -14.8% | -7.2% |
| 6M | -13.3% | +13.0% | -26.3% | -20.0% |
| YTD | -47.9% | +15.8% | -63.7% | -52.6% |
| 1Y | -47.2% | +15.5% | -62.6% | -52.0% |
| 3Y | -33.9% | +32.3% | -66.2% | -48.1% |
| 5Y | -41.3% | +8.2% | -49.5% | -48.3% |
| 10Y | +237.9% | +800.7% | -562.8% | 0.0% |
| All | +237.9% | +789.3% | -551.4% | 0.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling