+6,889.1%
INTU vs URI
+7,377.6%
-488.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.1% | +6.6% | +1.1% |
| 7D | +7.1% | -12.9% | +20.1% | +10.4% |
| 30D | +23.0% | -3.4% | +26.4% | +23.7% |
| 3M | +8.7% | -10.0% | +18.7% | +10.8% |
| 6M | -10.1% | +12.2% | -22.3% | -13.5% |
| YTD | -45.7% | +29.8% | -75.4% | -50.4% |
| 1Y | -45.1% | +24.6% | -69.7% | -49.3% |
| 3Y | -26.9% | +137.6% | -164.5% | -43.2% |
| 5Y | -40.0% | +176.6% | -216.6% | -55.3% |
| 10Y | +265.4% | +1,402.6% | -1,137.2% | +74.9% |
| All | +6,889.1% | +7,377.6% | -488.5% | +1,055.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling