+54.8%
UBER vs INTU
-40.9%
+95.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.7% | -2.2% |
| 7D | -2.8% | -7.5% | +4.7% | -0.5% |
| 30D | -2.5% | -1.9% | -0.6% | -2.1% |
| 3M | +4.4% | +4.9% | -0.5% | +2.2% |
| 6M | -2.7% | -33.2% | +30.6% | +8.6% |
| YTD | -10.5% | -51.4% | +40.9% | +12.6% |
| 1Y | -22.5% | -52.0% | +29.5% | -2.1% |
| 3Y | +54.8% | -40.7% | +95.5% | +56.7% |
| All | +54.8% | -40.9% | +95.7% | +56.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling