+236.7%
INTU vs UAL
+80.6%
+156.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.2% | +0.8% |
| 7D | +0.1% | -3.0% | +3.1% | +0.5% |
| 30D | +10.1% | +10.5% | -0.4% | +7.9% |
| 3M | -4.2% | -13.5% | +9.3% | -2.1% |
| 6M | -7.2% | +14.2% | -21.5% | -10.8% |
| YTD | -47.7% | -2.2% | -45.4% | -48.8% |
| 1Y | -46.7% | +12.5% | -59.2% | -49.3% |
| 3Y | -34.1% | +186.8% | -220.9% | -50.3% |
| 5Y | -43.3% | +119.4% | -162.6% | -56.1% |
| All | +236.7% | +80.6% | +156.2% | +161.2% |
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