+71.0%
UBER vs INTU
+37.5%
+33.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.2% | -2.0% |
| 7D | -7.0% | -8.5% | +1.4% | -2.7% |
| 30D | -8.9% | -6.1% | -2.8% | -6.3% |
| 3M | +1.0% | +7.3% | -6.3% | -3.7% |
| 6M | -3.7% | -33.2% | +29.5% | +14.2% |
| YTD | -13.0% | -52.2% | +39.2% | +22.9% |
| 1Y | -25.5% | -52.7% | +27.1% | +5.6% |
| 3Y | +50.5% | -41.6% | +92.1% | +78.6% |
| 5Y | +76.2% | -42.6% | +118.8% | +99.8% |
| All | +71.0% | +37.5% | +33.5% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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