-46.7%
INTU vs MSCI
+15.9%
-62.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | -0.3% |
| 7D | +0.1% | +2.7% | -2.6% | -1.9% |
| 30D | +10.1% | +17.4% | -7.4% | -2.0% |
| 3M | -4.2% | +14.8% | -19.0% | -13.3% |
| 6M | -7.2% | +16.1% | -23.4% | -17.3% |
| YTD | -47.7% | +16.0% | -63.7% | -51.9% |
| 1Y | -46.7% | +16.4% | -63.1% | -50.5% |
| All | -46.7% | +15.9% | -62.6% | -50.5% |
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