-45.2%
INTU vs MULL
+444.9%
-490.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MULL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -13.8% | +17.2% | +2.4% |
| 7D | +8.7% | -35.9% | +44.6% | +5.4% |
| 30D | +25.9% | -47.3% | +73.2% | +20.9% |
| 3M | +10.7% | -30.6% | +41.3% | +9.1% |
| 6M | -11.6% | +13.7% | -25.3% | -7.8% |
| YTD | -45.4% | +272.1% | -317.5% | -41.8% |
| 1Y | -45.2% | +475.1% | -520.3% | -42.6% |
| All | -45.2% | +444.9% | -490.1% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MULL.
Daily Out/Under-Performance
Portfolio return minus MULL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MULL 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 1y: compounded portfolio wealth divided by compounded MULL 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…
1y analysis · Full analysis span regression · 6 months rolling