+48.1%
INTU vs GH
+486.6%
-438.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -1.8% |
| 7D | -8.5% | -0.2% | -8.3% | -8.4% |
| 30D | -6.1% | -2.6% | -3.5% | -5.9% |
| 3M | +7.3% | +25.1% | -17.8% | +2.1% |
| 6M | -33.2% | +78.5% | -111.7% | -41.3% |
| YTD | -52.2% | +59.4% | -111.5% | -57.2% |
| 1Y | -52.7% | +173.9% | -226.5% | -62.4% |
| 3Y | -41.6% | +382.7% | -424.4% | -61.7% |
| 5Y | -42.6% | +24.4% | -67.1% | -54.5% |
| All | +48.1% | +486.6% | -438.5% | -12.3% |
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