-42.2%
INTU vs UEC
+47.5%
-89.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.8% | -10.5% | -4.4% |
| 7D | +0.1% | -10.2% | +10.4% | +1.1% |
| 30D | +15.4% | -26.9% | +42.4% | +18.8% |
| 3M | +6.6% | -35.7% | +42.3% | +10.8% |
| 6M | -11.3% | -56.1% | +44.8% | -4.8% |
| YTD | -47.7% | -40.8% | -7.0% | -47.5% |
| 1Y | -47.0% | -43.4% | -3.6% | -46.7% |
| 3Y | -29.9% | +25.4% | -55.3% | -43.7% |
| All | -42.2% | +47.5% | -89.8% | -60.2% |
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