+31,329.9%
MSFT vs INTU
+17,021.5%
+14,308.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.8% | +2.8% | +0.1% |
| 7D | +1.7% | +0.1% | +1.5% | +1.6% |
| 30D | +0.2% | +15.4% | -15.3% | -4.3% |
| 3M | +6.4% | +6.6% | -0.2% | +3.6% |
| 6M | +28.7% | -11.3% | +40.0% | +30.3% |
| YTD | +10.4% | -47.7% | +58.1% | +29.7% |
| 1Y | +7.6% | -47.0% | +54.6% | +25.7% |
| 3Y | +52.3% | -29.9% | +82.2% | +61.2% |
| 5Y | +64.5% | -42.2% | +106.7% | +81.6% |
| 10Y | +917.8% | +251.7% | +666.2% | +600.0% |
| All | +31,329.9% | +17,021.5% | +14,308.4% | +8,382.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling