+332.0%
INTC vs MUU
+2,520.2%
-2,188.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -9.3% | +3.8% | -3.2% |
| 7D | +9.4% | +3.6% | +5.9% | +8.3% |
| 30D | +2.7% | +22.3% | -19.7% | -3.3% |
| 3M | -6.3% | -8.2% | +1.9% | -10.4% |
| 6M | +114.5% | +256.3% | -141.9% | +39.2% |
| YTD | +171.9% | +534.4% | -362.5% | +51.6% |
| 1Y | +305.0% | +2,163.5% | -1,858.5% | +62.7% |
| All | +332.0% | +2,520.2% | -2,188.2% | +47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling