+2,538.2%
MUU vs INTU
-47.6%
+2,585.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.1% | -3.2% |
| 7D | +13.9% | -7.5% | +21.5% | +13.6% |
| 30D | +24.8% | -1.9% | +26.7% | +24.5% |
| 3M | -15.7% | +4.9% | -20.6% | -15.5% |
| 6M | +338.9% | -33.2% | +372.1% | +422.8% |
| YTD | +563.2% | -51.4% | +614.6% | +1,021.9% |
| 1Y | +2,577.5% | -52.0% | +2,629.5% | +4,470.2% |
| All | +2,538.2% | -47.6% | +2,585.8% | +3,392.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling