+62.0%
INTU vs GH
+446.7%
-384.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.5% | +0.8% |
| 7D | +0.1% | +0.6% | -0.5% | -0.1% |
| 30D | +10.1% | -6.9% | +17.0% | +11.1% |
| 3M | -4.2% | -4.9% | +0.7% | -4.2% |
| 6M | -7.2% | +54.1% | -61.3% | -16.5% |
| YTD | -47.7% | +48.5% | -96.2% | -52.9% |
| 1Y | -46.7% | +61.2% | -107.9% | -52.9% |
| 3Y | -34.1% | +570.3% | -604.4% | -60.0% |
| 5Y | -43.3% | +46.1% | -89.4% | -56.5% |
| All | +62.0% | +446.7% | -384.7% | -3.5% |
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