+5.3%
UNH vs INTU
-40.9%
+46.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.1% | +5.1% | +1.5% |
| 7D | +1.1% | -7.5% | +8.7% | +2.1% |
| 30D | -1.5% | -1.9% | +0.4% | -1.5% |
| 3M | -0.8% | +4.9% | -5.7% | -1.9% |
| 6M | +41.8% | -33.2% | +75.0% | +48.4% |
| YTD | +23.1% | -51.4% | +74.5% | +34.6% |
| 1Y | +28.5% | -52.0% | +80.5% | +40.6% |
| 3Y | -11.8% | -40.7% | +28.9% | -7.7% |
| 5Y | +5.3% | -41.7% | +47.1% | +6.3% |
| All | +5.3% | -40.9% | +46.2% | +6.3% |
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