+211.7%
MCD vs INTU
+247.3%
-35.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.2% | +0.2% |
| 7D | +7.1% | +0.1% | +7.0% | +7.1% |
| 30D | +19.8% | +15.4% | +4.3% | +16.2% |
| 3M | +0.8% | +6.6% | -5.8% | -0.9% |
| 6M | -1.3% | -11.3% | +10.0% | -0.4% |
| YTD | -7.8% | -47.7% | +40.0% | +4.2% |
| 1Y | -5.0% | -47.0% | +42.1% | +6.9% |
| 3Y | +10.5% | -29.9% | +40.5% | +12.4% |
| 5Y | +22.0% | -42.2% | +64.2% | +27.1% |
| All | +211.7% | +247.3% | -35.6% | +91.4% |
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