+1,212.0%
INTU vs UUUU
-92.0%
+1,304.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.2% | -3.4% |
| 7D | -7.1% | -1.4% | -5.7% | -7.0% |
| 30D | +1.5% | +16.3% | -14.9% | +0.5% |
| 3M | +10.7% | -16.7% | +27.4% | +11.3% |
| 6M | -23.8% | -33.7% | +9.8% | -22.9% |
| YTD | -49.3% | -0.5% | -48.8% | -50.3% |
| 1Y | -49.7% | +28.9% | -78.5% | -51.9% |
| 3Y | -38.0% | +99.9% | -137.9% | -43.7% |
| 5Y | -38.7% | +135.3% | -174.0% | -45.6% |
| 10Y | +221.3% | +518.4% | -297.0% | +161.4% |
| All | +1,212.0% | -92.0% | +1,304.0% | +1,033.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling