+27.0%
UNH vs INTU
-46.5%
+73.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.5% | -2.2% | +0.9% |
| 7D | +0.6% | +8.7% | -8.1% | -0.2% |
| 30D | +8.1% | +25.9% | -17.7% | +6.0% |
| 3M | +1.1% | +10.7% | -9.7% | -0.1% |
| 6M | +11.7% | -11.6% | +23.3% | +12.5% |
| YTD | +26.5% | -45.4% | +71.9% | +37.2% |
| 1Y | +27.0% | -45.2% | +72.3% | +38.1% |
| All | +27.0% | -46.5% | +73.6% | +38.1% |
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