-41.3%
INTU vs URI
+194.6%
-235.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.7% | +1.3% |
| 7D | -1.2% | -6.0% | +4.7% | +0.3% |
| 30D | +12.4% | +4.6% | +7.9% | +10.5% |
| 3M | +2.3% | -2.7% | +5.0% | +2.3% |
| 6M | -13.3% | +18.4% | -31.7% | -19.6% |
| YTD | -47.9% | +37.4% | -85.2% | -55.6% |
| 1Y | -47.2% | +30.4% | -77.5% | -54.0% |
| 3Y | -33.9% | +147.9% | -181.8% | -60.9% |
| 5Y | -41.3% | +202.1% | -243.4% | -71.4% |
| All | -41.3% | +194.6% | -235.9% | -71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling