+211.0%
INTU vs UEC
+908.7%
-697.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.9% | -1.3% |
| 7D | -8.5% | -0.2% | -8.3% | -8.5% |
| 30D | -6.1% | +1.9% | -8.1% | -6.6% |
| 3M | +7.3% | +8.9% | -1.6% | +5.4% |
| 6M | -33.2% | -14.5% | -18.8% | -33.6% |
| YTD | -52.2% | -0.7% | -51.5% | -54.0% |
| 1Y | -52.7% | -4.1% | -48.6% | -54.9% |
| 3Y | -41.6% | +148.9% | -190.5% | -53.9% |
| 5Y | -42.6% | +300.0% | -342.6% | -60.1% |
| 10Y | +211.0% | +994.3% | -783.3% | +64.8% |
| All | +211.0% | +908.7% | -697.6% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded UEC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling