+243.1%
INTU vs UAL
+94.5%
+148.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.0% | -5.8% | -4.1% |
| 7D | +0.1% | +8.2% | -8.0% | -1.3% |
| 30D | +15.4% | +2.3% | +13.1% | +14.8% |
| 3M | +6.6% | -12.7% | +19.3% | +8.8% |
| 6M | -11.3% | +12.7% | -24.0% | -14.3% |
| YTD | -47.7% | +0.8% | -48.5% | -49.0% |
| 1Y | -47.0% | +17.8% | -64.8% | -50.0% |
| 3Y | -29.9% | +206.7% | -236.6% | -47.8% |
| 5Y | -42.2% | +113.9% | -156.1% | -55.1% |
| All | +243.1% | +94.5% | +148.6% | +166.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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