+2,981.5%
MUU vs INTU
-49.4%
+3,030.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -3.4% | +15.0% | +9.3% |
| 7D | +17.4% | -7.1% | +24.5% | +11.8% |
| 30D | +24.0% | +1.5% | +22.5% | +26.5% |
| 3M | -23.9% | +10.7% | -34.6% | -11.7% |
| 6M | +284.4% | -23.8% | +308.3% | +313.2% |
| YTD | +583.7% | -49.3% | +633.0% | +757.3% |
| 1Y | +2,981.5% | -49.7% | +3,031.1% | +3,841.1% |
| All | +2,981.5% | -49.4% | +3,030.9% | +3,841.1% |
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