+504.3%
MUU vs INTU
-46.5%
+550.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.5% | -17.5% | -11.2% |
| 7D | -35.9% | +8.7% | -44.5% | -30.7% |
| 30D | -47.1% | +25.9% | -73.0% | -35.7% |
| 3M | -29.8% | +10.7% | -40.6% | -21.0% |
| 6M | +16.0% | -11.6% | +27.6% | +35.8% |
| YTD | +286.1% | -45.4% | +331.5% | +396.7% |
| 1Y | +504.3% | -45.2% | +549.6% | +685.5% |
| All | +504.3% | -46.5% | +550.8% | +685.5% |
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