+85.0%
UBER vs INTU
-38.8%
+123.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +1.3% |
| 7D | -3.9% | -7.1% | +3.2% | -0.7% |
| 30D | +11.1% | +1.5% | +9.7% | +9.9% |
| 3M | +4.9% | +10.7% | -5.7% | -1.0% |
| 6M | -1.2% | -23.8% | +22.7% | +8.2% |
| YTD | -7.3% | -49.3% | +42.0% | +25.0% |
| 1Y | -17.6% | -49.7% | +32.0% | +11.1% |
| 3Y | +61.1% | -38.0% | +99.1% | +82.0% |
| All | +85.0% | -38.8% | +123.8% | +93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling