-45.2%
INTU vs AHR
+26.3%
-71.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +0.8% | +3.9% |
| 7D | +8.7% | +9.5% | -0.8% | +10.4% |
| 30D | +25.9% | +11.7% | +14.2% | +28.8% |
| 3M | +10.7% | +4.0% | +6.7% | +11.0% |
| 6M | -11.6% | +13.5% | -25.1% | -6.6% |
| YTD | -45.4% | +21.6% | -67.0% | -38.9% |
| 1Y | -45.2% | +25.1% | -70.3% | -37.7% |
| All | -45.2% | +26.3% | -71.5% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 1y: compounded portfolio wealth divided by compounded AHR 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…
1y analysis · Full analysis span regression · 6 months rolling