+2,569.2%
MUU vs INTU
-52.6%
+2,621.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.6% | +7.1% | +4.4% |
| 7D | +15.0% | -8.5% | +23.5% | +8.5% |
| 30D | +36.8% | -6.1% | +42.9% | +32.2% |
| 3M | -8.5% | +7.3% | -15.8% | +3.3% |
| 6M | +320.7% | -33.2% | +354.0% | +337.0% |
| YTD | +599.7% | -52.2% | +651.8% | +732.8% |
| 1Y | +2,569.2% | -52.7% | +2,621.9% | +3,108.7% |
| All | +2,569.2% | -52.6% | +2,621.7% | +3,108.7% |
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