-50.2%
INTU vs AHR
+357.7%
-407.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | 0.0% | -1.4% |
| 7D | -8.5% | -4.3% | -4.1% | -8.1% |
| 30D | -6.1% | -3.1% | -3.1% | -5.9% |
| 3M | +7.3% | +15.7% | -8.3% | +6.4% |
| 6M | -33.2% | +4.1% | -37.3% | -33.1% |
| YTD | -52.2% | +15.4% | -67.6% | -53.1% |
| 1Y | -52.7% | +28.0% | -80.6% | -55.0% |
| All | -50.2% | +357.7% | -407.9% | -64.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling