-11.2%
INTU vs GEHC
+33.6%
-44.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.1% | +0.8% |
| 7D | -1.2% | +3.7% | -4.9% | -2.3% |
| 30D | +12.4% | +27.3% | -14.9% | +4.8% |
| 3M | +2.3% | +14.7% | -12.5% | -1.8% |
| 6M | -13.3% | +31.9% | -45.3% | -20.1% |
| YTD | -47.9% | +2.2% | -50.1% | -48.7% |
| 1Y | -47.2% | +14.1% | -61.2% | -49.8% |
| 3Y | -33.9% | +21.0% | -54.9% | -40.4% |
| All | -11.2% | +33.6% | -44.8% | -21.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling