-10.9%
INTU vs GEHC
+31.6%
-42.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.6% | -2.1% | -3.3% |
| 7D | +0.1% | +7.6% | -7.5% | -2.0% |
| 30D | +15.4% | +27.5% | -12.0% | +7.6% |
| 3M | +6.6% | +17.2% | -10.7% | +1.8% |
| 6M | -11.3% | +33.6% | -44.9% | -18.5% |
| YTD | -47.7% | +0.6% | -48.4% | -48.3% |
| 1Y | -47.0% | +11.3% | -58.3% | -49.3% |
| 3Y | -29.9% | +16.5% | -46.4% | -36.1% |
| All | -10.9% | +31.6% | -42.5% | -20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling