+84.6%
MRK vs INTU
-46.5%
+131.1%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.5% | +0.5% | +4.0% |
| 7D | +6.7% | +8.7% | -2.0% | +7.0% |
| 30D | +7.8% | +25.9% | -18.1% | +8.8% |
| 3M | +18.2% | +10.7% | +7.4% | +19.0% |
| 6M | +34.7% | -11.6% | +46.3% | +32.4% |
| YTD | +45.8% | -45.4% | +91.2% | +43.7% |
| 1Y | +84.6% | -45.2% | +129.8% | +82.6% |
| All | +84.6% | -46.5% | +131.1% | +82.6% |
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 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