+18.1%
INTU vs U
-31.4%
+49.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.8% | -0.9% |
| 7D | -3.9% | +32.3% | -36.3% | -9.7% |
| 30D | +11.7% | +9.7% | +2.0% | +8.8% |
| 3M | +4.5% | +19.6% | -15.1% | -0.1% |
| 6M | -13.9% | +82.6% | -96.5% | -25.1% |
| YTD | -48.2% | +16.4% | -64.7% | -51.8% |
| 1Y | -47.1% | +28.5% | -75.6% | -52.0% |
| 3Y | -32.5% | +103.8% | -136.3% | -49.6% |
| 5Y | -42.6% | -70.0% | +27.5% | -43.7% |
| All | +18.1% | -31.4% | +49.6% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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