+731.6%
MSTR vs INTU
+223.2%
+508.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | +0.9% |
| 7D | +12.2% | -7.1% | +19.2% | +18.0% |
| 30D | +45.2% | +1.5% | +43.7% | +42.9% |
| 3M | +10.4% | +10.7% | -0.3% | +0.8% |
| 6M | -2.5% | -23.8% | +21.4% | +9.5% |
| YTD | -6.0% | -49.3% | +43.3% | +41.9% |
| 1Y | -56.4% | -49.7% | -6.8% | -34.0% |
| 3Y | +306.3% | -38.0% | +344.3% | +411.8% |
| 5Y | +100.5% | -38.7% | +139.2% | +154.6% |
| All | +731.6% | +223.2% | +508.5% | +429.6% |
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