+1,428.0%
INTU vs UAL
+263.5%
+1,164.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.5% | +0.9% |
| 7D | -3.9% | +2.3% | -6.2% | -4.3% |
| 30D | +12.0% | +13.3% | -1.4% | +9.9% |
| 3M | +2.3% | -6.3% | +8.6% | +2.9% |
| 6M | -12.1% | +22.5% | -34.6% | -15.4% |
| YTD | -47.5% | +5.9% | -53.4% | -48.9% |
| 1Y | -46.9% | +24.7% | -71.6% | -49.6% |
| 3Y | -33.5% | +211.6% | -245.1% | -46.2% |
| 5Y | -41.2% | +130.6% | -171.8% | -51.2% |
| 10Y | +233.5% | +96.5% | +137.0% | +161.2% |
| All | +1,428.0% | +263.5% | +1,164.4% | +784.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling