+719.8%
MU vs INTU
-49.4%
+769.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.4% | +9.5% | +4.9% |
| 7D | +9.0% | -7.1% | +16.1% | +6.3% |
| 30D | +13.8% | +1.5% | +12.4% | +14.8% |
| 3M | +2.1% | +10.7% | -8.6% | +8.7% |
| 6M | +153.8% | -23.8% | +177.6% | +159.4% |
| YTD | +256.4% | -49.3% | +305.7% | +293.5% |
| 1Y | +719.8% | -49.7% | +769.4% | +811.3% |
| All | +719.8% | -49.4% | +769.2% | +811.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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