+3,971.9%
MU vs INTU
+247.3%
+3,724.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.8% | +8.9% | +6.8% |
| 7D | -22.0% | +0.1% | -22.1% | -22.4% |
| 30D | -36.6% | +15.4% | -52.0% | -41.4% |
| 3M | -21.7% | +6.6% | -28.3% | -26.2% |
| 6M | +3.5% | -11.3% | +14.9% | +0.5% |
| YTD | +141.9% | -47.7% | +189.7% | +211.4% |
| 1Y | +189.8% | -47.0% | +236.9% | +269.1% |
| 3Y | +855.4% | -29.9% | +885.3% | +882.3% |
| 5Y | +869.2% | -42.2% | +911.4% | +984.0% |
| All | +3,971.9% | +247.3% | +3,724.6% | +1,269.3% |
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 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