-45.2%
INTU vs GEHC
+15.6%
-60.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.4% | -2.9% | +1.8% |
| 7D | +8.7% | +13.2% | -4.5% | +5.2% |
| 30D | +25.9% | +30.6% | -4.7% | +17.6% |
| 3M | +10.7% | +22.2% | -11.5% | +5.3% |
| 6M | -11.6% | +40.8% | -52.4% | -17.7% |
| YTD | -45.4% | +4.8% | -50.2% | -47.0% |
| 1Y | -45.2% | +15.7% | -61.0% | -48.0% |
| All | -45.2% | +15.6% | -60.8% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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