+243.1%
INTU vs URI
+1,374.0%
-1,130.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -4.9% | -4.1% |
| 7D | +0.1% | -9.8% | +9.9% | +2.9% |
| 30D | +15.4% | +1.7% | +13.7% | +14.5% |
| 3M | +6.6% | -9.1% | +15.6% | +8.8% |
| 6M | -11.3% | +9.9% | -21.2% | -15.3% |
| YTD | -47.7% | +31.2% | -78.9% | -53.9% |
| 1Y | -47.0% | +25.9% | -73.0% | -52.6% |
| 3Y | -29.9% | +147.4% | -177.3% | -52.0% |
| 5Y | -42.2% | +179.7% | -222.0% | -63.0% |
| All | +243.1% | +1,374.0% | -1,130.9% | +45.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling