-17.2%
INTU vs GEHC
+6.6%
-23.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.0% | -1.1% | -3.3% |
| 7D | -7.5% | -5.2% | -2.4% | -6.1% |
| 30D | -1.9% | -7.0% | +5.0% | +0.2% |
| 3M | +4.9% | +3.3% | +1.5% | +4.0% |
| 6M | -33.2% | -10.0% | -23.2% | -31.6% |
| YTD | -51.4% | -18.5% | -32.9% | -48.9% |
| 1Y | -52.0% | -14.4% | -37.6% | -50.4% |
| 3Y | -40.7% | +3.4% | -44.1% | -44.2% |
| All | -17.2% | +6.6% | -23.8% | -21.7% |
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