-32.5%
INTU vs URI
+161.0%
-193.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.9% | -7.8% | -1.8% |
| 7D | -3.9% | -4.0% | +0.1% | -3.5% |
| 30D | +11.7% | +6.8% | +4.9% | +10.5% |
| 3M | +4.5% | -2.8% | +7.3% | +4.5% |
| 6M | -13.9% | +20.9% | -34.7% | -17.4% |
| YTD | -48.2% | +40.2% | -88.5% | -52.5% |
| 1Y | -47.1% | +34.1% | -81.2% | -50.9% |
| 3Y | -32.5% | +164.1% | -196.6% | -49.9% |
| All | -32.5% | +161.0% | -193.5% | -49.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling