+265.1%
MU vs INTU
-46.5%
+311.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +3.5% | -10.5% | -5.6% |
| 7D | -19.1% | +8.7% | -27.8% | -16.2% |
| 30D | -25.2% | +25.9% | -51.1% | -17.9% |
| 3M | -10.9% | +10.7% | -21.6% | -6.0% |
| 6M | +38.0% | -11.6% | +49.6% | +46.2% |
| YTD | +178.8% | -45.4% | +224.2% | +208.6% |
| 1Y | +265.1% | -45.2% | +310.4% | +305.6% |
| All | +265.1% | -46.5% | +311.7% | +305.6% |
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