+13,824.2%
MA vs INTU
+1,329.8%
+12,494.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.3% | +0.5% |
| 7D | -2.7% | -7.1% | +4.4% | +0.8% |
| 30D | +1.5% | +1.5% | +0.1% | +0.3% |
| 3M | +20.4% | +10.7% | +9.8% | +13.0% |
| 6M | +11.1% | -23.8% | +35.0% | +21.4% |
| YTD | +2.0% | -49.3% | +51.3% | +35.6% |
| 1Y | -2.2% | -49.7% | +47.5% | +30.1% |
| 3Y | +41.9% | -38.0% | +79.9% | +60.5% |
| 5Y | +75.4% | -38.7% | +114.1% | +86.5% |
| 10Y | +527.5% | +221.3% | +306.2% | +154.6% |
| All | +13,824.2% | +1,329.8% | +12,494.3% | +2,220.8% |
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 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