+211.3%
MCD vs INTU
+251.7%
-40.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.7% | +2.0% |
| 7D | +5.9% | -3.9% | +9.9% | +6.9% |
| 30D | +19.6% | +11.7% | +7.9% | +16.9% |
| 3M | +3.3% | +4.5% | -1.2% | +2.0% |
| 6M | +3.5% | -13.9% | +17.4% | +5.1% |
| YTD | -6.1% | -48.2% | +42.1% | +6.3% |
| 1Y | -3.7% | -47.1% | +43.5% | +8.4% |
| 3Y | +13.4% | -32.5% | +45.9% | +16.5% |
| 5Y | +25.2% | -42.6% | +67.7% | +30.5% |
| 10Y | +211.3% | +235.3% | -24.0% | +91.8% |
| All | +211.3% | +251.7% | -40.4% | +91.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling