+236.7%
INTU vs UEC
+616.1%
-379.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +0.7% |
| 7D | +0.1% | -3.8% | +3.8% | +0.4% |
| 30D | +10.1% | -13.5% | +23.6% | +11.4% |
| 3M | -4.2% | -40.5% | +36.3% | +0.6% |
| 6M | -7.2% | -56.7% | +49.4% | -0.3% |
| YTD | -47.7% | -43.0% | -4.7% | -46.8% |
| 1Y | -46.7% | -42.5% | -4.2% | -46.1% |
| 3Y | -34.1% | +11.6% | -45.6% | -42.9% |
| 5Y | -43.3% | +21.8% | -65.0% | -54.7% |
| All | +236.7% | +616.1% | -379.4% | +93.6% |
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