+257.0%
MUU vs INTU
-46.8%
+303.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.2% | -2.0% |
| 7D | -32.5% | -1.2% | -31.2% | -32.7% |
| 30D | -55.2% | +12.4% | -67.7% | -50.0% |
| 3M | -40.7% | +2.3% | -43.0% | -37.2% |
| 6M | -43.9% | -13.3% | -30.6% | -36.6% |
| YTD | +203.2% | -47.9% | +251.0% | +271.3% |
| 1Y | +257.0% | -47.2% | +304.2% | +338.1% |
| All | +257.0% | -46.8% | +303.9% | +338.1% |
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