+4,407.5%
MU vs INTU
+232.2%
+4,175.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -3.0% | -2.7% |
| 7D | +12.8% | +0.1% | +12.7% | +12.8% |
| 30D | -14.9% | +10.1% | -24.9% | -19.4% |
| 3M | -18.0% | -4.2% | -13.9% | -18.5% |
| 6M | -3.1% | -7.2% | +4.1% | -7.9% |
| YTD | +172.9% | -47.7% | +220.6% | +251.2% |
| 1Y | +228.8% | -46.7% | +275.5% | +316.9% |
| 3Y | +950.8% | -34.1% | +984.9% | +1,027.3% |
| 5Y | +931.3% | -43.3% | +974.5% | +1,069.3% |
| All | +4,407.5% | +232.2% | +4,175.3% | +1,424.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling