+16,450.6%
UNH vs INTU
+17,021.5%
-570.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | +0.2% |
| 7D | -3.2% | +0.1% | -3.3% | -3.2% |
| 30D | +4.8% | +15.4% | -10.6% | +2.5% |
| 3M | -1.8% | +6.6% | -8.4% | -3.2% |
| 6M | +8.6% | -11.3% | +19.9% | +9.2% |
| YTD | +21.8% | -47.7% | +69.5% | +32.2% |
| 1Y | +25.8% | -47.0% | +72.9% | +36.3% |
| 3Y | -21.3% | -29.9% | +8.6% | -19.5% |
| 5Y | -5.3% | -42.2% | +36.9% | -2.4% |
| 10Y | +238.1% | +251.7% | -13.6% | +166.1% |
| All | +16,450.6% | +17,021.5% | -570.9% | +6,173.8% |
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