-50.8%
INTU vs UUUU
+3.5%
-54.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -5.0% | +7.8% | +2.4% |
| 7D | -3.3% | -10.5% | +7.2% | -4.1% |
| 30D | -3.9% | -10.5% | +6.6% | -4.6% |
| 3M | +16.6% | -14.1% | +30.8% | +16.4% |
| 6M | -26.4% | -35.5% | +9.0% | -27.0% |
| YTD | -51.0% | -10.9% | -40.1% | -51.4% |
| 1Y | -50.8% | +3.4% | -54.1% | -53.1% |
| All | -50.8% | +3.5% | -54.3% | -53.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling