-38.4%
INTU vs UEC
+274.7%
-313.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.6% | -3.4% |
| 7D | -7.1% | -6.9% | -0.1% | -6.4% |
| 30D | +1.5% | +7.6% | -6.2% | +0.4% |
| 3M | +10.7% | -18.4% | +29.0% | +12.2% |
| 6M | -23.8% | -23.3% | -0.6% | -23.3% |
| YTD | -49.3% | -1.2% | -48.1% | -51.3% |
| 1Y | -49.7% | +2.3% | -52.0% | -52.8% |
| 3Y | -38.0% | +162.3% | -200.3% | -53.9% |
| All | -38.4% | +274.7% | -313.1% | -59.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling