-38.4%
INTU vs ALHC
-33.5%
-4.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.3% | -3.4% |
| 7D | -7.1% | -0.6% | -6.5% | -7.0% |
| 30D | +1.5% | -1.0% | +2.5% | +1.4% |
| 3M | +10.7% | -10.2% | +20.8% | +10.3% |
| 6M | -23.8% | -28.3% | +4.4% | -22.9% |
| YTD | -49.3% | -31.4% | -17.9% | -48.6% |
| 1Y | -49.7% | -16.9% | -32.7% | -50.2% |
| 3Y | -38.0% | +135.5% | -173.5% | -50.1% |
| All | -38.4% | -33.5% | -4.9% | -47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling