+205.9%
MCD vs INTU
+240.8%
-34.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.3% | -2.7% |
| 7D | -1.9% | -3.9% | +2.0% | -1.1% |
| 30D | +16.6% | +12.0% | +4.6% | +13.8% |
| 3M | +0.9% | +2.3% | -1.4% | +0.1% |
| 6M | +1.5% | -12.1% | +13.6% | +2.6% |
| YTD | -8.3% | -47.5% | +39.2% | +3.5% |
| 1Y | -8.1% | -46.9% | +38.8% | +3.3% |
| 3Y | +10.3% | -33.5% | +43.8% | +13.9% |
| 5Y | +23.4% | -41.2% | +64.7% | +27.9% |
| 10Y | +205.9% | +233.5% | -27.6% | +87.5% |
| All | +205.9% | +240.8% | -34.9% | +87.5% |
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 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