+233.5%
INTU vs URI
+1,246.1%
-1,012.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.5% | -0.5% |
| 7D | -3.9% | +2.6% | -6.5% | -4.8% |
| 30D | +12.0% | +9.1% | +2.9% | +8.7% |
| 3M | +2.3% | +1.0% | +1.3% | +1.2% |
| 6M | -12.1% | +23.3% | -35.4% | -18.9% |
| YTD | -47.5% | +43.3% | -90.9% | -55.0% |
| 1Y | -46.9% | +35.9% | -82.8% | -53.7% |
| 3Y | -33.5% | +158.6% | -192.1% | -55.2% |
| 5Y | -41.2% | +213.1% | -254.4% | -64.0% |
| 10Y | +233.5% | +1,213.1% | -979.6% | +42.3% |
| All | +233.5% | +1,246.1% | -1,012.6% | +42.3% |
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