+554.5%
MSTR vs INTU
+251.7%
+302.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.0% |
| 7D | -4.0% | -3.9% | 0.0% | -1.4% |
| 30D | -18.6% | +11.7% | -30.3% | -25.1% |
| 3M | +25.6% | +4.5% | +21.1% | +19.4% |
| 6M | -33.1% | -13.9% | -19.2% | -30.7% |
| YTD | -17.3% | -48.2% | +30.9% | +21.2% |
| 1Y | -48.1% | -47.1% | -1.0% | -25.4% |
| 3Y | +154.2% | -32.5% | +186.7% | +196.5% |
| 5Y | +46.2% | -42.6% | +88.8% | +87.9% |
| 10Y | +554.5% | +235.3% | +319.2% | +321.9% |
| All | +554.5% | +251.7% | +302.9% | +321.9% |
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 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