+223.4%
INTU vs UAL
+118.5%
+104.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.5% | -5.9% | -3.8% |
| 7D | -7.1% | +0.7% | -7.8% | -7.2% |
| 30D | +1.5% | -16.1% | +17.6% | +4.5% |
| 3M | +10.7% | +6.1% | +4.5% | +8.7% |
| 6M | -23.8% | +10.8% | -34.7% | -26.6% |
| YTD | -49.3% | -0.4% | -48.9% | -50.3% |
| 1Y | -49.7% | +5.0% | -54.7% | -51.4% |
| 3Y | -38.0% | +124.0% | -162.0% | -50.8% |
| 5Y | -38.7% | +141.0% | -179.7% | -53.3% |
| All | +223.4% | +118.5% | +104.8% | +134.3% |
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