-11.3%
INTU vs UAL
+13.1%
-24.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.0% | -5.8% | -3.6% |
| 7D | +0.1% | +8.2% | -8.0% | +0.7% |
| 30D | +15.4% | +2.3% | +13.1% | +15.1% |
| 3M | +6.6% | -12.7% | +19.3% | +3.5% |
| 6M | -11.3% | +12.7% | -24.0% | -8.5% |
| All | -11.3% | +13.1% | -24.4% | -8.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling