-34.3%
INTU vs U
+90.5%
-124.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +1.0% |
| 7D | -1.2% | +24.4% | -25.6% | -4.5% |
| 30D | +12.4% | +7.4% | +5.1% | +10.8% |
| 3M | +2.3% | +16.8% | -14.5% | -0.5% |
| 6M | -13.3% | +78.8% | -92.1% | -21.0% |
| YTD | -47.9% | +14.0% | -61.9% | -50.7% |
| 1Y | -47.2% | +16.7% | -63.9% | -50.2% |
| All | -34.3% | +90.5% | -124.8% | -42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling