+236.7%
INTU vs MTZ
+420.7%
-184.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.7% |
| 7D | +0.1% | +5.0% | -4.9% | -0.9% |
| 30D | +10.1% | -6.0% | +16.1% | +10.4% |
| 3M | -4.2% | -36.1% | +31.9% | +2.8% |
| 6M | -7.2% | -56.9% | +49.6% | +5.4% |
| YTD | -47.7% | -15.9% | -31.8% | -50.3% |
| 1Y | -46.7% | -3.8% | -42.9% | -51.2% |
| 3Y | -34.1% | +272.3% | -306.3% | -59.4% |
| 5Y | -43.3% | +91.1% | -134.4% | -59.8% |
| All | +236.7% | +420.7% | -184.0% | +77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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