+216.0%
INTU vs UEC
+933.9%
-717.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.0% | -7.2% | -4.5% |
| 7D | -7.5% | +2.6% | -10.1% | -7.8% |
| 30D | -1.9% | +5.6% | -7.5% | -2.8% |
| 3M | +4.9% | -5.7% | +10.6% | +4.6% |
| 6M | -33.2% | -8.0% | -25.2% | -34.2% |
| YTD | -51.4% | +1.8% | -53.2% | -53.4% |
| 1Y | -52.0% | +0.6% | -52.6% | -54.5% |
| 3Y | -40.7% | +155.2% | -195.8% | -53.3% |
| 5Y | -41.7% | +305.8% | -347.5% | -59.5% |
| All | +216.0% | +933.9% | -717.9% | +67.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling