+1,275.1%
INTU vs UEC
+73.5%
+1,201.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.6% | -3.4% |
| 7D | -7.1% | -6.9% | -0.1% | -6.5% |
| 30D | +1.5% | +7.6% | -6.2% | +0.6% |
| 3M | +10.7% | -18.4% | +29.0% | +11.7% |
| 6M | -23.8% | -23.3% | -0.6% | -23.5% |
| YTD | -49.3% | -1.2% | -48.1% | -50.6% |
| 1Y | -49.7% | +2.3% | -52.0% | -51.5% |
| 3Y | -38.0% | +162.3% | -200.3% | -47.0% |
| 5Y | -38.7% | +287.2% | -326.0% | -51.0% |
| 10Y | +221.3% | +1,009.6% | -788.3% | +117.6% |
| All | +1,275.1% | +73.5% | +1,201.5% | +737.8% |
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