-34.1%
INTU vs UUUU
-17.1%
-17.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.8% | +0.4% |
| 7D | +0.1% | -1.1% | +1.1% | +0.1% |
| 30D | +10.1% | -21.0% | +31.1% | +9.9% |
| 3M | -4.2% | -54.8% | +50.6% | -4.6% |
| 6M | -7.2% | -67.3% | +60.1% | -6.9% |
| YTD | -47.7% | -54.7% | +7.0% | -48.8% |
| 1Y | -46.7% | -57.4% | +10.7% | -47.7% |
| 3Y | -34.1% | -19.6% | -14.4% | -43.8% |
| All | -34.1% | -17.1% | -17.0% | -43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling