+709.8%
INTU vs URA
-51.6%
+761.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.4% | -8.1% | -4.8% |
| 7D | +0.1% | -4.1% | +4.2% | +1.0% |
| 30D | +15.4% | -19.0% | +34.4% | +21.0% |
| 3M | +6.6% | -25.1% | +31.7% | +13.3% |
| 6M | -11.3% | -44.5% | +33.2% | +0.7% |
| YTD | -47.7% | -24.3% | -23.4% | -47.1% |
| 1Y | -47.0% | -28.1% | -18.9% | -45.8% |
| 3Y | -29.9% | +40.7% | -70.6% | -45.0% |
| 5Y | -42.2% | +35.5% | -77.7% | -55.4% |
| 10Y | +251.7% | +281.2% | -29.5% | +81.4% |
| All | +709.8% | -51.6% | +761.5% | +554.6% |
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