+521.9%
MSTR vs INTU
+240.8%
+281.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.4% | +0.6% |
| 7D | -14.2% | -3.9% | -10.2% | -11.9% |
| 30D | -19.9% | +12.0% | -31.8% | -26.4% |
| 3M | +27.3% | +2.3% | +25.0% | +22.9% |
| 6M | -37.6% | -12.1% | -25.5% | -36.3% |
| YTD | -19.5% | -47.5% | +28.1% | +17.1% |
| 1Y | -47.1% | -46.9% | -0.2% | -24.1% |
| 3Y | +140.3% | -33.5% | +173.8% | +183.8% |
| 5Y | +49.5% | -41.2% | +90.7% | +89.6% |
| 10Y | +521.9% | +233.5% | +288.4% | +305.0% |
| All | +521.9% | +240.8% | +281.1% | +305.0% |
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 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