-47.4%
MSTR vs INTU
-47.2%
-0.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.4% |
| 7D | -4.0% | -3.9% | 0.0% | -3.0% |
| 30D | -18.6% | +11.7% | -30.3% | -21.0% |
| 3M | +25.6% | +4.5% | +21.1% | +24.0% |
| 6M | -33.1% | -13.9% | -19.2% | -31.1% |
| YTD | -17.3% | -48.2% | +30.9% | -15.5% |
| All | -47.4% | -47.2% | -0.2% | -45.9% |
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 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