+685.3%
INTU vs URA
-31.1%
+716.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.2% | -3.6% |
| 7D | -7.1% | +1.1% | -8.2% | -7.3% |
| 30D | +1.5% | +7.4% | -5.9% | -0.7% |
| 3M | +10.7% | -8.4% | +19.1% | +12.0% |
| 6M | -23.8% | -12.7% | -11.1% | -23.2% |
| YTD | -49.3% | +7.8% | -57.1% | -52.7% |
| 1Y | -49.7% | +19.5% | -69.1% | -55.2% |
| 3Y | -38.0% | +116.4% | -154.4% | -56.4% |
| 5Y | -38.7% | +134.3% | -173.0% | -59.3% |
| 10Y | +221.3% | +359.3% | -137.9% | +60.1% |
| All | +685.3% | -31.1% | +716.4% | +485.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling