-22.5%
UBER vs INTU
-52.3%
+29.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.7% | -2.6% |
| 7D | -2.8% | -7.5% | +4.7% | -1.2% |
| 30D | -2.5% | -1.9% | -0.6% | -2.2% |
| 3M | +4.4% | +4.9% | -0.5% | +2.6% |
| 6M | -2.7% | -33.2% | +30.6% | +2.7% |
| YTD | -10.5% | -51.4% | +40.9% | +1.1% |
| 1Y | -22.5% | -52.0% | +29.5% | -12.1% |
| All | -22.5% | -52.3% | +29.8% | -12.1% |
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