+233.5%
INTU vs URA
+277.9%
-44.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.8% | +0.3% |
| 7D | -3.9% | +2.9% | -6.8% | -4.7% |
| 30D | +12.0% | -10.8% | +22.8% | +14.5% |
| 3M | +2.3% | -25.5% | +27.8% | +8.6% |
| 6M | -12.1% | -41.2% | +29.1% | -1.9% |
| YTD | -47.5% | -21.3% | -26.3% | -47.8% |
| 1Y | -46.9% | -25.7% | -21.2% | -46.4% |
| 3Y | -33.5% | +43.1% | -76.5% | -49.3% |
| 5Y | -41.2% | +35.6% | -76.8% | -56.3% |
| 10Y | +233.5% | +281.3% | -47.8% | +50.0% |
| All | +233.5% | +277.9% | -44.4% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling