+29,499.0%
MSFT vs INTU
+16,502.9%
+12,996.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.3% | -1.1% |
| 7D | -2.7% | -7.1% | +4.4% | -0.6% |
| 30D | +2.7% | +1.5% | +1.3% | +2.0% |
| 3M | +17.0% | +10.7% | +6.3% | +12.7% |
| 6M | +23.8% | -23.8% | +47.7% | +31.3% |
| YTD | +4.0% | -49.3% | +53.3% | +23.9% |
| 1Y | -0.8% | -49.7% | +48.8% | +18.1% |
| 3Y | +55.6% | -38.0% | +93.6% | +71.5% |
| 5Y | +72.9% | -38.7% | +111.6% | +88.8% |
| 10Y | +875.8% | +221.3% | +654.5% | +591.0% |
| All | +29,499.0% | +16,502.9% | +12,996.1% | +8,003.5% |
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 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