+1,318.0%
INTU vs UEC
+4.1%
+1,314.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.8% | -10.5% | -4.3% |
| 7D | +0.1% | -10.2% | +10.4% | +0.9% |
| 30D | +15.4% | -26.9% | +42.4% | +18.1% |
| 3M | +6.6% | -35.7% | +42.3% | +9.8% |
| 6M | -11.3% | -56.1% | +44.8% | -6.6% |
| YTD | -47.7% | -40.8% | -7.0% | -47.1% |
| 1Y | -47.0% | -43.4% | -3.6% | -46.3% |
| 3Y | -29.9% | +25.4% | -55.3% | -36.3% |
| 5Y | -42.2% | +51.1% | -93.3% | -50.2% |
| 10Y | +251.7% | +695.4% | -443.8% | +145.0% |
| All | +1,318.0% | +4.1% | +1,314.0% | +797.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling