-45.2%
INTU vs URI
+33.3%
-78.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.4% | +7.8% | +3.1% |
| 7D | +8.7% | -4.3% | +13.0% | +8.3% |
| 30D | +25.9% | +4.6% | +21.3% | +26.2% |
| 3M | +10.7% | -2.1% | +12.8% | +10.3% |
| 6M | -11.6% | +21.9% | -33.5% | -11.2% |
| YTD | -45.4% | +39.7% | -85.1% | -44.9% |
| 1Y | -45.2% | +32.9% | -78.1% | -43.0% |
| All | -45.2% | +33.3% | -78.5% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 1y: compounded portfolio wealth divided by compounded URI 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…
1y analysis · Full analysis span regression · 6 months rolling