+211.0%
INTU vs MUB
+17.4%
+193.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.0% | -0.8% |
| 7D | -8.5% | -0.7% | -7.7% | -7.5% |
| 30D | -6.1% | -2.0% | -4.2% | -3.4% |
| 3M | +7.3% | -2.5% | +9.9% | +11.4% |
| 6M | -33.2% | -2.3% | -30.9% | -31.0% |
| YTD | -52.2% | -1.3% | -50.9% | -51.3% |
| 1Y | -52.7% | +1.1% | -53.8% | -53.6% |
| 3Y | -41.6% | +8.2% | -49.8% | -48.7% |
| 5Y | -42.6% | +1.5% | -44.1% | -44.5% |
| 10Y | +211.0% | +17.6% | +193.5% | +177.0% |
| All | +211.0% | +17.4% | +193.6% | +177.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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