-33.5%
INTU vs USAR
+74.5%
-108.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.3% | -4.4% | -4.1% |
| 7D | -7.5% | +2.3% | -9.9% | -7.5% |
| 30D | -1.9% | -8.6% | +6.7% | -2.1% |
| 3M | +4.9% | -20.5% | +25.3% | +4.9% |
| 6M | -33.2% | +1.2% | -34.4% | -33.1% |
| YTD | -51.4% | +48.4% | -99.8% | -51.3% |
| 1Y | -52.0% | +30.6% | -82.6% | -51.8% |
| 3Y | -40.7% | +73.6% | -114.3% | -44.5% |
| All | -33.5% | +74.5% | -108.0% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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