+78.0%
MRK vs INTU
-52.8%
+130.7%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.9% |
| 7D | -5.0% | -9.2% | +4.1% | -5.5% |
| 30D | +11.0% | -7.0% | +18.0% | +10.7% |
| 3M | +22.4% | +10.5% | +11.9% | +23.7% |
| 6M | +25.4% | -30.6% | +56.0% | +21.2% |
| YTD | +39.5% | -52.3% | +91.8% | +33.3% |
| 1Y | +78.0% | -51.8% | +129.8% | +69.5% |
| All | +78.0% | -52.8% | +130.7% | +69.5% |
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 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