+521.8%
MA vs INTU
+221.9%
+300.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.3% | +0.4% |
| 7D | -2.7% | -7.1% | +4.4% | +0.5% |
| 30D | +1.5% | +1.5% | +0.1% | +0.4% |
| 3M | +20.4% | +10.7% | +9.8% | +13.5% |
| 6M | +11.1% | -23.8% | +35.0% | +21.1% |
| YTD | +2.0% | -49.3% | +51.3% | +34.8% |
| 1Y | -2.2% | -49.7% | +47.5% | +29.3% |
| 3Y | +41.9% | -38.0% | +79.9% | +59.0% |
| 5Y | +75.4% | -38.7% | +114.1% | +84.4% |
| All | +521.8% | +221.9% | +300.0% | +131.8% |
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