-49.1%
MSTR vs INTU
-47.4%
-1.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.7% | -5.8% | -6.3% |
| 7D | -11.5% | -4.1% | -7.4% | -10.6% |
| 30D | -24.8% | +12.8% | -37.7% | -27.2% |
| 3M | +20.6% | +2.1% | +18.5% | +19.8% |
| 6M | -38.0% | -11.5% | -26.5% | -36.7% |
| YTD | -24.7% | -47.9% | +23.2% | -22.4% |
| 1Y | -49.1% | -47.7% | -1.4% | -47.2% |
| All | -49.1% | -47.4% | -1.7% | -47.2% |
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