+15,692.2%
MA vs INTU
+1,432.1%
+14,260.0%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.2% |
| 7D | +3.2% | +7.1% | -4.0% | -0.2% |
| 30D | +15.9% | +23.0% | -7.1% | +4.6% |
| 3M | +15.2% | +8.7% | +6.4% | +9.3% |
| 6M | +32.4% | -10.1% | +42.5% | +33.6% |
| YTD | +15.6% | -45.7% | +61.3% | +47.7% |
| 1Y | +19.3% | -45.1% | +64.4% | +51.2% |
| 3Y | +73.0% | -26.9% | +99.9% | +78.5% |
| 5Y | +93.7% | -40.0% | +133.7% | +109.3% |
| 10Y | +575.0% | +265.4% | +309.6% | +154.8% |
| All | +15,692.2% | +1,432.1% | +14,260.0% | +2,428.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling