+227.3%
MRK vs INTU
+240.8%
-13.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -2.1% | -3.9% | +1.8% | -1.6% |
| 30D | +1.2% | +12.0% | -10.8% | -0.4% |
| 3M | +13.5% | +2.3% | +11.2% | +12.9% |
| 6M | +34.0% | -12.1% | +46.1% | +34.9% |
| YTD | +42.7% | -47.5% | +90.3% | +55.2% |
| 1Y | +66.6% | -46.9% | +113.5% | +80.6% |
| 3Y | +59.1% | -33.5% | +92.5% | +61.9% |
| 5Y | +104.1% | -41.2% | +145.4% | +108.1% |
| 10Y | +227.3% | +233.5% | -6.2% | +109.0% |
| All | +227.3% | +240.8% | -13.5% | +109.0% |
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