+2,683.6%
MUU vs INTU
-48.4%
+2,732.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.6% | +7.1% | +5.4% |
| 7D | +15.0% | -8.5% | +23.5% | +14.6% |
| 30D | +36.8% | -6.1% | +42.9% | +36.4% |
| 3M | -8.5% | +7.3% | -15.8% | -9.5% |
| 6M | +320.7% | -33.2% | +354.0% | +394.8% |
| YTD | +599.7% | -52.2% | +651.8% | +1,082.9% |
| 1Y | +2,569.2% | -52.7% | +2,621.9% | +4,445.1% |
| All | +2,683.6% | -48.4% | +2,732.0% | +3,582.1% |
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 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