+235.2%
INTU vs HON
+154.9%
+80.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | +0.3% |
| 7D | -4.1% | +3.6% | -7.7% | -6.1% |
| 30D | +12.8% | +7.8% | +5.0% | +8.0% |
| 3M | +2.1% | -4.8% | +6.9% | +4.3% |
| 6M | -11.5% | -1.7% | -9.8% | -12.9% |
| YTD | -47.9% | +10.7% | -58.6% | -53.4% |
| 1Y | -47.7% | +7.8% | -55.4% | -52.4% |
| 3Y | -34.0% | +28.1% | -62.0% | -48.2% |
| 5Y | -43.5% | +12.2% | -55.7% | -51.6% |
| All | +235.2% | +154.9% | +80.4% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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