-8.6%
MCD vs INTU
-47.4%
+38.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.4% |
| 7D | -1.6% | -4.1% | +2.5% | -1.3% |
| 30D | +16.0% | +12.8% | +3.2% | +15.3% |
| 3M | 0.0% | +2.1% | -2.2% | -0.3% |
| 6M | +0.9% | -11.5% | +12.4% | -0.2% |
| YTD | -8.7% | -47.9% | +39.2% | -7.3% |
| 1Y | -8.6% | -47.7% | +39.1% | -7.3% |
| All | -8.6% | -47.4% | +38.8% | -7.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling