+16,911.2%
UNH vs INTU
+16,968.4%
-57.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.8% |
| 7D | +0.2% | -1.2% | +1.4% | +0.3% |
| 30D | +6.8% | +12.4% | -5.6% | +4.8% |
| 3M | -0.3% | +2.3% | -2.5% | -1.0% |
| 6M | +7.9% | -13.3% | +21.2% | +8.9% |
| YTD | +25.1% | -47.9% | +73.0% | +36.0% |
| 1Y | +29.3% | -47.2% | +76.5% | +40.1% |
| 3Y | -20.3% | -33.9% | +13.6% | -17.6% |
| 5Y | -3.6% | -41.3% | +37.8% | -0.8% |
| 10Y | +227.5% | +237.9% | -10.4% | +159.1% |
| All | +16,911.2% | +16,968.4% | -57.2% | +6,351.5% |
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