+876.0%
MSFT vs INTU
+223.2%
+652.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.3% | -0.3% |
| 7D | -2.7% | -7.1% | +4.4% | +1.0% |
| 30D | +2.7% | +1.5% | +1.3% | +1.4% |
| 3M | +17.0% | +10.7% | +6.3% | +9.2% |
| 6M | +23.8% | -23.8% | +47.7% | +36.6% |
| YTD | +4.0% | -49.3% | +53.3% | +42.8% |
| 1Y | -0.8% | -49.7% | +48.8% | +35.8% |
| 3Y | +55.6% | -38.0% | +93.6% | +78.9% |
| 5Y | +72.9% | -38.7% | +111.6% | +89.7% |
| All | +876.0% | +223.2% | +652.8% | +290.5% |
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 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