+181.3%
MSTR vs INTU
-27.0%
+208.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.5% | -8.8% | -9.1% |
| 7D | -8.7% | +7.1% | -15.8% | -11.7% |
| 30D | -21.4% | +23.0% | -44.4% | -29.2% |
| 3M | +31.4% | +8.7% | +22.7% | +25.1% |
| 6M | -30.8% | -10.1% | -20.7% | -29.3% |
| YTD | -14.9% | -45.7% | +30.8% | +19.9% |
| 1Y | -49.3% | -45.1% | -4.2% | -29.4% |
| All | +181.3% | -27.0% | +208.3% | +309.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling