-43.2%
INTU vs URA
+25.6%
-68.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.1% | +0.8% |
| 7D | +0.1% | -1.5% | +1.6% | +0.3% |
| 30D | +10.1% | -10.4% | +20.5% | +12.1% |
| 3M | -4.2% | -29.6% | +25.4% | +2.0% |
| 6M | -7.2% | -40.3% | +33.0% | +1.8% |
| YTD | -47.7% | -25.5% | -22.2% | -47.9% |
| 1Y | -46.7% | -26.4% | -20.3% | -46.9% |
| 3Y | -34.1% | +31.4% | -65.5% | -51.5% |
| All | -43.2% | +25.6% | -68.8% | -61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling