-49.7%
INTU vs UNP
+32.8%
-82.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.5% | -3.3% |
| 7D | -7.1% | -5.3% | -1.7% | -7.8% |
| 30D | +1.5% | -1.5% | +3.0% | +1.3% |
| 3M | +10.7% | +10.3% | +0.4% | +13.7% |
| 6M | -23.8% | +9.7% | -33.5% | -20.6% |
| YTD | -49.3% | +27.1% | -76.4% | -47.2% |
| 1Y | -49.7% | +32.6% | -82.2% | -49.1% |
| All | -49.7% | +32.8% | -82.5% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 1y: compounded portfolio wealth divided by compounded UNP 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…
1y analysis · Full analysis span regression · 6 months rolling