+72.1%
MA vs INTU
-29.7%
+101.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.3% | +0.3% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | +14.7% | +15.4% | -0.8% | +11.3% |
| 3M | +13.5% | +6.6% | +6.9% | +11.7% |
| 6M | +33.1% | -11.3% | +44.4% | +34.4% |
| YTD | +15.1% | -47.7% | +62.8% | +31.2% |
| 1Y | +18.7% | -47.0% | +65.7% | +34.8% |
| 3Y | +72.1% | -29.9% | +102.0% | +77.0% |
| All | +72.1% | -29.7% | +101.8% | +77.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling