+584.1%
MA vs INTU
+230.7%
+353.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.9% |
| 7D | -0.5% | -4.1% | +3.6% | +1.4% |
| 30D | +7.9% | +12.8% | -4.9% | +2.0% |
| 3M | +16.8% | +2.1% | +14.7% | +14.5% |
| 6M | +31.0% | -11.5% | +42.5% | +33.3% |
| YTD | +15.0% | -47.9% | +63.0% | +49.3% |
| 1Y | +17.0% | -47.7% | +64.7% | +51.2% |
| 3Y | +68.5% | -34.0% | +102.4% | +81.8% |
| 5Y | +85.0% | -43.5% | +128.5% | +107.1% |
| All | +584.1% | +230.7% | +353.4% | +156.4% |
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