+922.9%
MSFT vs INTU
+236.7%
+686.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.5% |
| 7D | +2.3% | -1.2% | +3.6% | +3.0% |
| 30D | -0.4% | +12.4% | -12.8% | -6.7% |
| 3M | +5.6% | +2.3% | +3.3% | +2.8% |
| 6M | +29.0% | -13.3% | +42.3% | +32.6% |
| YTD | +10.9% | -47.9% | +58.8% | +48.6% |
| 1Y | +6.2% | -47.2% | +53.4% | +40.6% |
| 3Y | +47.6% | -33.9% | +81.5% | +62.3% |
| 5Y | +67.9% | -41.3% | +109.3% | +89.0% |
| 10Y | +922.9% | +237.9% | +685.0% | +311.4% |
| All | +922.9% | +236.7% | +686.1% | +311.4% |
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