-47.7%
INTU vs UEC
-46.0%
-1.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.9% | +5.2% | -1.3% |
| 7D | -4.1% | +4.9% | -9.1% | -3.6% |
| 30D | +12.8% | -17.5% | +30.3% | +11.2% |
| 3M | +2.1% | -40.1% | +42.2% | -2.1% |
| 6M | -11.5% | -56.1% | +44.7% | -16.0% |
| YTD | -47.9% | -41.8% | -6.1% | -50.4% |
| 1Y | -47.7% | -44.8% | -2.9% | -50.1% |
| All | -47.7% | -46.0% | -1.6% | -50.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling