+553.1%
MA vs INTU
+247.3%
+305.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.3% | +1.2% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | +14.7% | +15.4% | -0.8% | +7.2% |
| 3M | +13.5% | +6.6% | +6.9% | +9.1% |
| 6M | +33.1% | -11.3% | +44.4% | +35.3% |
| YTD | +15.1% | -47.7% | +62.8% | +49.1% |
| 1Y | +18.7% | -47.0% | +65.7% | +52.4% |
| 3Y | +72.1% | -29.9% | +102.0% | +79.5% |
| 5Y | +92.8% | -42.2% | +135.0% | +112.5% |
| All | +553.1% | +247.3% | +305.8% | +137.8% |
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