-46.7%
INTU vs UAL
+10.5%
-57.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.2% | +0.4% |
| 7D | +0.1% | -3.0% | +3.1% | 0.0% |
| 30D | +10.1% | +10.5% | -0.4% | +10.7% |
| 3M | -4.2% | -13.5% | +9.3% | -5.3% |
| 6M | -7.2% | +14.2% | -21.5% | -6.0% |
| YTD | -47.7% | -2.2% | -45.4% | -46.1% |
| 1Y | -46.7% | +12.5% | -59.2% | -46.0% |
| All | -46.7% | +10.5% | -57.2% | -46.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling