+235.3%
INTU vs MSCI
+799.4%
-564.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.5% |
| 7D | -3.9% | +1.5% | -5.4% | -4.9% |
| 30D | +11.7% | +14.4% | -2.7% | +2.7% |
| 3M | +4.5% | +15.2% | -10.7% | -4.2% |
| 6M | -13.9% | +11.2% | -25.1% | -19.7% |
| YTD | -48.2% | +13.9% | -62.2% | -52.5% |
| 1Y | -47.1% | +12.5% | -59.6% | -51.2% |
| 3Y | -32.5% | +32.3% | -64.8% | -47.0% |
| 5Y | -42.6% | +4.9% | -47.4% | -48.4% |
| 10Y | +235.3% | +779.7% | -544.4% | +0.6% |
| All | +235.3% | +799.4% | -564.1% | +0.6% |
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