+14,280.4%
INTU vs UNP
+5,692.5%
+8,587.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.5% | -3.4% |
| 7D | -7.1% | -5.3% | -1.7% | -5.0% |
| 30D | +1.5% | -1.5% | +3.0% | +2.1% |
| 3M | +10.7% | +10.3% | +0.4% | +6.2% |
| 6M | -23.8% | +9.7% | -33.5% | -27.4% |
| YTD | -49.3% | +27.1% | -76.4% | -54.7% |
| 1Y | -49.7% | +32.6% | -82.2% | -55.9% |
| 3Y | -38.0% | +40.0% | -78.0% | -47.5% |
| 5Y | -38.7% | +50.8% | -89.6% | -50.0% |
| 10Y | +221.3% | +278.6% | -57.3% | +79.3% |
| All | +14,280.4% | +5,692.5% | +8,587.9% | +2,568.7% |
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