+189.8%
MU vs INTU
-47.2%
+237.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.2% | +5.9% |
| 7D | -12.0% | -3.9% | -8.1% | -13.3% |
| 30D | -28.7% | +11.7% | -40.5% | -25.2% |
| 3M | -16.4% | +4.5% | -20.9% | -13.8% |
| 6M | -1.8% | -13.9% | +12.1% | +2.1% |
| YTD | +157.1% | -48.2% | +205.3% | +176.8% |
| All | +189.8% | -47.2% | +237.0% | +211.9% |
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