+1,138.0%
MUU vs INTU
-44.1%
+1,182.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | -1.0% | +13.4% | +12.3% |
| 7D | -27.2% | -3.9% | -23.2% | -27.5% |
| 30D | -54.0% | +11.7% | -65.8% | -53.5% |
| 3M | -41.4% | +4.5% | -45.9% | -41.0% |
| 6M | -42.5% | -13.9% | -28.6% | -38.0% |
| YTD | +211.2% | -48.2% | +259.4% | +431.7% |
| 1Y | +313.4% | -47.1% | +360.5% | +585.0% |
| All | +1,138.0% | -44.1% | +1,182.2% | +1,555.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling