-49.1%
MUU vs INTU
-13.0%
-36.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | -1.0% | +13.4% | +11.4% |
| 7D | -27.2% | -3.9% | -23.2% | -29.6% |
| 30D | -54.0% | +11.7% | -65.8% | -47.2% |
| 3M | -41.4% | +4.5% | -45.9% | -35.7% |
| All | -49.1% | -13.0% | -36.1% | -35.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling