-42.2%
INTU vs UAL
+109.3%
-151.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.0% | -5.8% | -4.2% |
| 7D | +0.1% | +8.2% | -8.0% | -1.5% |
| 30D | +15.4% | +2.3% | +13.1% | +14.7% |
| 3M | +6.6% | -12.7% | +19.3% | +9.0% |
| 6M | -11.3% | +12.7% | -24.0% | -14.8% |
| YTD | -47.7% | +0.8% | -48.5% | -49.2% |
| 1Y | -47.0% | +17.8% | -64.8% | -50.6% |
| 3Y | -29.9% | +206.7% | -236.6% | -54.1% |
| All | -42.2% | +109.3% | -151.5% | -62.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling