+1,322.8%
INTU vs UEC
+8.7%
+1,314.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.6% |
| 7D | -3.9% | +0.6% | -4.5% | -4.1% |
| 30D | +12.0% | -18.1% | +30.1% | +13.4% |
| 3M | +2.3% | -36.9% | +39.2% | +5.5% |
| 6M | -12.1% | -56.1% | +44.0% | -7.4% |
| YTD | -47.5% | -38.1% | -9.4% | -47.1% |
| 1Y | -46.9% | -41.7% | -5.2% | -46.3% |
| 3Y | -33.5% | +28.2% | -61.7% | -39.7% |
| 5Y | -41.2% | +31.7% | -72.9% | -48.9% |
| 10Y | +233.5% | +685.9% | -452.4% | +132.2% |
| All | +1,322.8% | +8.7% | +1,314.0% | +796.4% |
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