+16,474.1%
UNH vs INTU
+16,502.9%
-28.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.4% | -0.4% |
| 7D | +1.1% | -7.1% | +8.1% | +2.2% |
| 30D | -3.8% | +1.5% | -5.2% | -4.2% |
| 3M | +0.7% | +10.7% | -9.9% | -1.3% |
| 6M | +37.9% | -23.8% | +61.7% | +41.8% |
| YTD | +21.9% | -49.3% | +71.2% | +33.3% |
| 1Y | +31.4% | -49.7% | +81.0% | +43.6% |
| 3Y | -11.4% | -38.0% | +26.6% | -7.4% |
| 5Y | +2.5% | -38.7% | +41.3% | +4.9% |
| 10Y | +242.9% | +221.3% | +21.5% | +173.9% |
| All | +16,474.1% | +16,502.9% | -28.8% | +6,225.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling