-40.7%
INTU vs GH
+355.8%
-396.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.9% | -4.1% |
| 7D | -7.5% | -2.1% | -5.5% | -7.4% |
| 30D | -1.9% | -4.5% | +2.5% | -1.7% |
| 3M | +4.9% | +28.9% | -24.0% | +2.4% |
| 6M | -33.2% | +76.5% | -109.7% | -36.9% |
| YTD | -51.4% | +57.6% | -109.0% | -53.7% |
| 1Y | -52.0% | +167.5% | -219.5% | -56.7% |
| 3Y | -40.7% | +377.4% | -418.1% | -49.3% |
| All | -40.7% | +355.8% | -396.5% | -49.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling