+4,233.2%
MCD vs INTU
+17,690.3%
-13,457.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +8.0% | +7.1% | +0.9% | +7.2% |
| 30D | +19.6% | +23.0% | -3.4% | +16.8% |
| 3M | +2.2% | +8.7% | -6.5% | +1.0% |
| 6M | -1.1% | -10.1% | +9.0% | -0.8% |
| YTD | -7.2% | -45.7% | +38.4% | -1.8% |
| 1Y | -6.7% | -45.1% | +38.4% | -1.4% |
| 3Y | +11.6% | -26.9% | +38.5% | +12.9% |
| 5Y | +22.6% | -40.0% | +62.6% | +24.9% |
| 10Y | +218.4% | +265.4% | -47.0% | +165.3% |
| All | +4,233.2% | +17,690.3% | -13,457.1% | +2,258.6% |
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