+211.0%
INTU vs UL
+65.2%
+145.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -0.9% |
| 7D | -8.5% | -3.2% | -5.2% | -7.2% |
| 30D | -6.1% | -0.6% | -5.5% | -5.8% |
| 3M | +7.3% | +9.4% | -2.1% | +3.7% |
| 6M | -33.2% | -4.1% | -29.1% | -32.3% |
| YTD | -52.2% | -2.0% | -50.2% | -52.3% |
| 1Y | -52.7% | -9.0% | -43.7% | -51.4% |
| 3Y | -41.6% | +21.8% | -63.4% | -48.6% |
| 5Y | -42.6% | +20.6% | -63.2% | -50.1% |
| 10Y | +211.0% | +67.7% | +143.3% | +153.8% |
| All | +211.0% | +65.2% | +145.9% | +153.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 10y: compounded portfolio wealth divided by compounded UL 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…
10y analysis · Full analysis span regression · 6 months rolling