-52.0%
INTU vs MSI
-2.0%
-50.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.1% | -4.1% |
| 7D | -7.5% | -5.8% | -1.8% | -7.2% |
| 30D | -1.9% | -1.0% | -1.0% | -2.0% |
| 3M | +4.9% | +14.2% | -9.3% | +3.8% |
| 6M | -33.2% | +1.0% | -34.3% | -34.0% |
| YTD | -51.4% | +21.5% | -72.9% | -51.5% |
| 1Y | -52.0% | -2.1% | -49.9% | -51.5% |
| All | -52.0% | -2.0% | -50.0% | -51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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