+211.0%
INTU vs MTB
+172.8%
+38.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -8.5% | +1.1% | -9.5% | -8.7% |
| 30D | -6.1% | -4.6% | -1.5% | -4.9% |
| 3M | +7.3% | +6.3% | +1.1% | +5.3% |
| 6M | -33.2% | +15.6% | -48.8% | -36.5% |
| YTD | -52.2% | +20.6% | -72.7% | -55.2% |
| 1Y | -52.7% | +22.5% | -75.2% | -56.0% |
| 3Y | -41.6% | +114.4% | -156.0% | -55.2% |
| 5Y | -42.6% | +101.9% | -144.5% | -55.9% |
| 10Y | +211.0% | +170.4% | +40.6% | +97.6% |
| All | +211.0% | +172.8% | +38.2% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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