-29.9%
INTU vs MUB
+11.9%
-41.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.1% | -3.9% | -3.9% |
| 7D | +0.1% | +0.7% | -0.6% | -0.6% |
| 30D | +15.4% | +4.4% | +11.1% | +10.7% |
| 3M | +6.6% | -0.2% | +6.7% | +5.9% |
| 6M | -11.3% | -0.6% | -10.7% | -11.6% |
| YTD | -47.7% | +0.3% | -48.1% | -48.4% |
| 1Y | -47.0% | +0.8% | -47.8% | -47.9% |
| 3Y | -29.9% | +12.0% | -41.9% | -47.0% |
| All | -29.9% | +11.9% | -41.8% | -47.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling