+14,729.7%
INTU vs UNP
+5,703.3%
+9,026.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.6% | -1.1% | -2.7% |
| 7D | +0.1% | -4.6% | +4.7% | +2.0% |
| 30D | +15.4% | +5.6% | +9.8% | +13.0% |
| 3M | +6.6% | -1.3% | +7.9% | +7.2% |
| 6M | -11.3% | +9.2% | -20.6% | -14.7% |
| YTD | -47.7% | +27.3% | -75.1% | -53.3% |
| 1Y | -47.0% | +35.9% | -82.9% | -54.0% |
| 3Y | -29.9% | +45.5% | -75.4% | -41.5% |
| 5Y | -42.2% | +36.0% | -78.2% | -50.8% |
| 10Y | +251.7% | +307.2% | -55.5% | +91.4% |
| All | +14,729.7% | +5,703.3% | +9,026.3% | +2,650.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling