+236.7%
INTU vs MSCI
+811.9%
-575.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.4% |
| 7D | +0.1% | +3.0% | -2.9% | -1.8% |
| 30D | +10.1% | +17.8% | -7.7% | -0.7% |
| 3M | -4.2% | +15.2% | -19.4% | -12.3% |
| 6M | -7.2% | +16.5% | -23.7% | -16.0% |
| YTD | -47.7% | +16.4% | -64.1% | -52.6% |
| 1Y | -46.7% | +16.8% | -63.5% | -51.9% |
| 3Y | -34.1% | +35.8% | -69.8% | -49.1% |
| 5Y | -43.3% | +7.0% | -50.3% | -49.7% |
| All | +236.7% | +811.9% | -575.1% | -3.8% |
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