-56.4%
MSTR vs INTU
-49.4%
-7.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | -0.4% |
| 7D | +12.2% | -7.1% | +19.2% | +14.6% |
| 30D | +45.2% | +1.5% | +43.7% | +44.6% |
| 3M | +10.4% | +10.7% | -0.3% | +6.9% |
| 6M | -2.5% | -23.8% | +21.4% | +4.7% |
| YTD | -6.0% | -49.3% | +43.3% | +11.0% |
| 1Y | -56.4% | -49.7% | -6.8% | -48.0% |
| All | -56.4% | -49.4% | -7.0% | -48.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling