+236.7%
INTU vs URI
+1,173.3%
-936.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.8% |
| 7D | +0.1% | +6.7% | -6.7% | -1.9% |
| 30D | +10.1% | +8.9% | +1.2% | +7.0% |
| 3M | -4.2% | +0.5% | -4.7% | -5.1% |
| 6M | -7.2% | +20.7% | -27.9% | -14.0% |
| YTD | -47.7% | +40.0% | -87.7% | -54.9% |
| 1Y | -46.7% | +34.4% | -81.1% | -53.4% |
| 3Y | -34.1% | +149.5% | -183.5% | -55.1% |
| 5Y | -43.3% | +205.6% | -248.9% | -65.0% |
| All | +236.7% | +1,173.3% | -936.6% | +42.1% |
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