-33.9%
INTU vs UAL
+223.7%
-257.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.5% | +0.6% |
| 7D | -1.2% | +12.5% | -13.7% | -2.6% |
| 30D | +12.4% | +12.2% | +0.3% | +10.9% |
| 3M | +2.3% | -2.6% | +4.9% | +2.3% |
| 6M | -13.3% | +21.1% | -34.4% | -16.0% |
| YTD | -47.9% | +7.8% | -55.7% | -48.9% |
| 1Y | -47.2% | +25.4% | -72.6% | -49.6% |
| 3Y | -33.9% | +217.3% | -251.2% | -47.4% |
| All | -33.9% | +223.7% | -257.6% | -47.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling