+62.4%
INTU vs GH
+457.8%
-395.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -3.9% | -8.2% | +4.3% | -2.6% |
| 30D | +12.0% | -4.9% | +16.9% | +12.6% |
| 3M | +2.3% | -6.2% | +8.6% | +2.6% |
| 6M | -12.1% | +60.0% | -72.1% | -21.4% |
| YTD | -47.5% | +51.5% | -99.1% | -53.0% |
| 1Y | -46.9% | +58.4% | -105.3% | -52.9% |
| 3Y | -33.5% | +617.2% | -650.7% | -60.3% |
| 5Y | -41.2% | +47.0% | -88.3% | -55.0% |
| All | +62.4% | +457.8% | -395.3% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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