+343.3%
INTC vs MUU
+2,491.4%
-2,148.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.7% | +2.9% |
| 7D | +7.5% | -8.2% | +15.7% | +9.7% |
| 30D | +2.0% | +10.2% | -8.2% | -1.3% |
| 3M | -12.0% | -26.5% | +14.5% | -11.0% |
| 6M | +114.5% | +227.2% | -112.7% | +42.0% |
| YTD | +179.0% | +527.4% | -348.4% | +56.0% |
| 1Y | +318.3% | +1,843.7% | -1,525.4% | +74.4% |
| All | +343.3% | +2,491.4% | -2,148.1% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 10y: compounded portfolio wealth divided by compounded MUU 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…
10y analysis · Full analysis span regression · 6 months rolling