+911.7%
MU vs INTU
-42.1%
+953.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.3% |
| 7D | -15.2% | -1.2% | -14.0% | -15.0% |
| 30D | -29.5% | +12.4% | -42.0% | -32.4% |
| 3M | -15.8% | +2.3% | -18.0% | -17.7% |
| 6M | -2.9% | -13.3% | +10.4% | -2.2% |
| YTD | +154.2% | -47.9% | +202.1% | +226.5% |
| 1Y | +186.6% | -47.2% | +233.7% | +264.3% |
| 3Y | +871.5% | -33.9% | +905.4% | +953.8% |
| 5Y | +911.7% | -41.3% | +953.0% | +1,022.3% |
| All | +911.7% | -42.1% | +953.7% | +1,022.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling