+1,376.7%
INTU vs UAL
+242.1%
+1,134.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.5% | -5.9% | -3.7% |
| 7D | -7.1% | +0.7% | -7.8% | -7.2% |
| 30D | +1.5% | -16.1% | +17.6% | +3.9% |
| 3M | +10.7% | +6.1% | +4.5% | +9.2% |
| 6M | -23.8% | +10.8% | -34.7% | -25.9% |
| YTD | -49.3% | -0.4% | -48.9% | -50.1% |
| 1Y | -49.7% | +5.0% | -54.7% | -51.0% |
| 3Y | -38.0% | +124.0% | -162.0% | -47.4% |
| 5Y | -38.7% | +141.0% | -179.7% | -49.4% |
| 10Y | +221.3% | +118.0% | +103.3% | +149.2% |
| All | +1,376.7% | +242.1% | +1,134.7% | +763.6% |
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