+808.8%
MU vs INTU
-27.0%
+835.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -0.5% | -17.0% | -17.4% |
| 7D | -29.7% | +7.1% | -36.9% | -29.9% |
| 30D | -37.2% | +23.0% | -60.2% | -37.8% |
| 3M | -26.5% | +8.7% | -35.2% | -26.9% |
| 6M | +2.6% | -10.1% | +12.7% | +5.9% |
| YTD | +130.1% | -45.7% | +175.8% | +202.6% |
| 1Y | +176.7% | -45.1% | +221.8% | +260.7% |
| All | +808.8% | -27.0% | +835.8% | +858.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling