-25.6%
UBER vs INTU
-46.8%
+21.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.2% | -1.7% |
| 7D | +5.2% | -1.2% | +6.4% | +5.4% |
| 30D | -2.0% | +12.4% | -14.5% | -4.3% |
| 3M | -10.2% | +2.3% | -12.5% | -10.8% |
| 6M | -7.2% | -13.3% | +6.2% | -7.0% |
| YTD | -14.3% | -47.9% | +33.6% | -9.6% |
| 1Y | -25.6% | -47.2% | +21.6% | -21.6% |
| All | -25.6% | -46.8% | +21.3% | -21.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling