+72.9%
MA vs INTU
-27.0%
+99.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.4% |
| 7D | +3.2% | +7.1% | -4.0% | +1.7% |
| 30D | +15.9% | +23.0% | -7.1% | +11.1% |
| 3M | +15.2% | +8.7% | +6.4% | +12.9% |
| 6M | +32.4% | -10.1% | +42.5% | +33.4% |
| YTD | +15.6% | -45.7% | +61.3% | +30.8% |
| 1Y | +19.3% | -45.1% | +64.4% | +34.5% |
| All | +72.9% | -27.0% | +99.9% | +76.5% |
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