+19.9%
MA vs INTU
-46.8%
+66.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.3% |
| 7D | +1.8% | -1.2% | +3.0% | +2.0% |
| 30D | +11.8% | +12.4% | -0.6% | +9.7% |
| 3M | +17.2% | +2.3% | +14.9% | +16.6% |
| 6M | +33.4% | -13.3% | +46.7% | +34.3% |
| YTD | +16.1% | -47.9% | +64.0% | +28.5% |
| 1Y | +19.9% | -47.2% | +67.1% | +32.1% |
| All | +19.9% | -46.8% | +66.8% | +32.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling