-5.3%
INTU vs ALHC
-61.5%
+56.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.9% | -0.8% | -3.5% |
| 7D | +0.1% | +1.0% | -0.8% | 0.0% |
| 30D | +15.4% | -14.2% | +29.6% | +16.5% |
| 3M | +6.6% | -45.1% | +51.7% | +10.9% |
| 6M | -11.3% | -59.5% | +48.2% | -6.5% |
| YTD | -47.7% | -62.8% | +15.1% | -44.8% |
| 1Y | -47.0% | -55.5% | +8.5% | -45.2% |
| 3Y | -29.9% | +25.7% | -55.6% | -39.7% |
| 5Y | -42.2% | -66.8% | +24.6% | -46.6% |
| All | -5.3% | -61.5% | +56.2% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 10y: compounded portfolio wealth divided by compounded ALHC 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…
10y analysis · Full analysis span regression · 6 months rolling