+209.1%
INTU vs UUUU
+495.2%
-286.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.3% | +6.0% | +0.3% |
| 7D | -9.2% | -5.0% | -4.1% | -8.7% |
| 30D | -7.0% | -7.8% | +0.7% | -6.5% |
| 3M | +10.5% | -0.4% | +11.0% | +9.7% |
| 6M | -30.6% | -32.9% | +2.3% | -29.0% |
| YTD | -52.3% | -6.3% | -46.1% | -54.2% |
| 1Y | -51.8% | +7.9% | -59.7% | -55.5% |
| 3Y | -41.8% | +85.2% | -127.0% | -52.8% |
| 5Y | -42.8% | +97.0% | -139.8% | -55.7% |
| All | +209.1% | +495.2% | -286.1% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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