+211.0%
INTU vs UNP
+271.6%
-60.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.0% |
| 7D | -8.5% | -1.7% | -6.7% | -7.7% |
| 30D | -6.1% | -2.1% | -4.0% | -5.1% |
| 3M | +7.3% | +5.4% | +1.9% | +4.5% |
| 6M | -33.2% | +13.4% | -46.6% | -37.9% |
| YTD | -52.2% | +25.0% | -77.1% | -58.0% |
| 1Y | -52.7% | +34.6% | -87.3% | -60.1% |
| 3Y | -41.6% | +43.6% | -85.2% | -53.5% |
| 5Y | -42.6% | +51.7% | -94.4% | -56.3% |
| 10Y | +211.0% | +282.5% | -71.5% | +53.6% |
| All | +211.0% | +271.6% | -60.6% | +53.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling