+245.3%
UNH vs INTU
+209.2%
+36.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.4% | -1.5% |
| 7D | -1.7% | -8.5% | +6.8% | +0.6% |
| 30D | -3.8% | -6.1% | +2.3% | -2.6% |
| 3M | -4.3% | +7.3% | -11.6% | -6.9% |
| 6M | +38.6% | -33.2% | +71.8% | +51.2% |
| YTD | +20.7% | -52.2% | +72.8% | +44.5% |
| 1Y | +16.0% | -52.7% | +68.7% | +39.0% |
| 3Y | -13.5% | -41.6% | +28.1% | -6.1% |
| 5Y | +3.5% | -42.6% | +46.2% | +7.6% |
| 10Y | +245.3% | +211.0% | +34.3% | +81.9% |
| All | +245.3% | +209.2% | +36.2% | +81.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling