+1,124.1%
MSTR vs INTU
+5,063.4%
-3,939.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.5% | -8.8% | -9.1% |
| 7D | -8.7% | +7.1% | -15.8% | -11.6% |
| 30D | -21.4% | +23.0% | -44.4% | -28.7% |
| 3M | +31.4% | +8.7% | +22.7% | +25.3% |
| 6M | -30.8% | -10.1% | -20.7% | -30.4% |
| YTD | -14.9% | -45.7% | +30.8% | +5.8% |
| 1Y | -49.3% | -45.1% | -4.2% | -37.4% |
| 3Y | +184.8% | -26.9% | +211.7% | +211.4% |
| 5Y | +62.1% | -40.0% | +102.1% | +103.2% |
| 10Y | +580.0% | +265.4% | +314.6% | +321.4% |
| All | +1,124.1% | +5,063.4% | -3,939.3% | +172.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling