-50.4%
INTU vs AHR
+360.2%
-410.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.4% |
| 7D | -9.2% | -3.0% | -6.1% | -8.9% |
| 30D | -7.0% | +2.6% | -9.6% | -7.3% |
| 3M | +10.5% | +16.0% | -5.5% | +9.5% |
| 6M | -30.6% | +3.1% | -33.7% | -30.4% |
| YTD | -52.3% | +16.0% | -68.4% | -53.3% |
| 1Y | -51.8% | +28.0% | -79.8% | -54.2% |
| All | -50.4% | +360.2% | -410.5% | -64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling