-52.7%
INTU vs GEHC
-16.2%
-36.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.0% |
| 7D | -8.5% | -7.6% | -0.8% | -6.6% |
| 30D | -6.1% | -10.7% | +4.5% | -3.5% |
| 3M | +7.3% | -1.2% | +8.6% | +7.7% |
| 6M | -33.2% | -13.7% | -19.5% | -31.3% |
| YTD | -52.2% | -20.4% | -31.7% | -50.0% |
| 1Y | -52.7% | -17.0% | -35.6% | -51.2% |
| All | -52.7% | -16.2% | -36.5% | -51.2% |
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