+209.1%
INTU vs UPS
+37.5%
+171.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.1% | -0.7% |
| 7D | -9.2% | -3.4% | -5.7% | -7.9% |
| 30D | -7.0% | -2.7% | -4.3% | -6.0% |
| 3M | +10.5% | -1.6% | +12.2% | +10.7% |
| 6M | -30.6% | +2.3% | -32.9% | -32.3% |
| YTD | -52.3% | +5.6% | -57.9% | -54.5% |
| 1Y | -51.8% | +27.1% | -78.9% | -57.9% |
| 3Y | -41.8% | -26.3% | -15.5% | -37.3% |
| 5Y | -42.8% | -34.5% | -8.4% | -34.6% |
| All | +209.1% | +37.5% | +171.6% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded UPS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling