-45.6%
MSTR vs INTU
-46.6%
+1.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.8% | +3.5% | +0.6% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | -15.9% | +15.4% | -31.4% | -19.1% |
| 3M | +33.1% | +6.6% | +26.5% | +30.8% |
| 6M | -31.0% | -11.3% | -19.7% | -29.8% |
| YTD | -15.1% | -47.7% | +32.6% | -13.7% |
| 1Y | -45.6% | -47.0% | +1.4% | -44.6% |
| All | -45.6% | -46.6% | +1.0% | -44.6% |
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 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