+40.4%
MSTR vs INTU
-43.4%
+83.8%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.9% | -2.8% |
| 7D | -13.4% | +0.1% | -13.5% | -13.4% |
| 30D | -22.1% | +10.1% | -32.1% | -28.5% |
| 3M | +15.0% | -4.2% | +19.1% | +16.4% |
| 6M | -37.3% | -7.2% | -30.1% | -39.1% |
| YTD | -26.5% | -47.7% | +21.1% | +19.1% |
| 1Y | -46.5% | -46.7% | +0.2% | -15.5% |
| 3Y | +121.1% | -34.1% | +155.1% | +156.6% |
| All | +40.4% | -43.4% | +83.8% | +64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling