+6,422.6%
INTU vs URI
+7,134.6%
-712.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.6% | -5.0% | -3.7% |
| 7D | -7.1% | -2.0% | -5.1% | -6.7% |
| 30D | +1.5% | -12.9% | +14.4% | +4.5% |
| 3M | +10.7% | -6.7% | +17.4% | +11.6% |
| 6M | -23.8% | +19.0% | -42.8% | -28.5% |
| YTD | -49.3% | +25.5% | -74.8% | -53.2% |
| 1Y | -49.7% | +5.5% | -55.2% | -51.7% |
| 3Y | -38.0% | +111.3% | -149.3% | -50.4% |
| 5Y | -38.7% | +198.6% | -237.3% | -55.1% |
| 10Y | +221.3% | +1,179.9% | -958.6% | +59.3% |
| All | +6,422.6% | +7,134.6% | -712.0% | +990.0% |
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