+62.4%
MSFT vs INTU
-43.4%
+105.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | 0.0% |
| 7D | -1.3% | +0.1% | -1.3% | -1.3% |
| 30D | -1.8% | +10.1% | -11.9% | -5.9% |
| 3M | +5.6% | -4.2% | +9.8% | +6.5% |
| 6M | +29.8% | -7.2% | +37.0% | +29.3% |
| YTD | +9.0% | -47.7% | +56.7% | +38.8% |
| 1Y | +4.9% | -46.7% | +51.6% | +32.1% |
| 3Y | +46.2% | -34.1% | +80.3% | +58.3% |
| All | +62.4% | -43.4% | +105.8% | +76.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling