+237.9%
INTU vs UAL
+99.5%
+138.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.5% | +0.6% |
| 7D | -1.2% | +12.5% | -13.7% | -3.4% |
| 30D | +12.4% | +12.2% | +0.3% | +9.9% |
| 3M | +2.3% | -2.6% | +4.9% | +2.3% |
| 6M | -13.3% | +21.1% | -34.4% | -17.4% |
| YTD | -47.9% | +7.8% | -55.7% | -49.8% |
| 1Y | -47.2% | +25.4% | -72.6% | -50.7% |
| 3Y | -33.9% | +217.3% | -251.2% | -51.0% |
| 5Y | -41.3% | +132.9% | -174.2% | -55.1% |
| 10Y | +237.9% | +101.1% | +136.7% | +161.4% |
| All | +237.9% | +99.5% | +138.4% | +161.4% |
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