+568.4%
MA vs INTU
+236.7%
+331.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.2% |
| 7D | +1.8% | -1.2% | +3.0% | +2.4% |
| 30D | +11.8% | +12.4% | -0.6% | +5.8% |
| 3M | +17.2% | +2.3% | +14.9% | +14.8% |
| 6M | +33.4% | -13.3% | +46.7% | +37.2% |
| YTD | +16.1% | -47.9% | +64.0% | +50.7% |
| 1Y | +19.9% | -47.2% | +67.1% | +54.1% |
| 3Y | +70.1% | -33.9% | +104.0% | +83.5% |
| 5Y | +89.6% | -41.3% | +131.0% | +106.7% |
| 10Y | +568.4% | +237.9% | +330.5% | +145.7% |
| All | +568.4% | +236.7% | +331.7% | +145.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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