+236.7%
INTU vs HON
+154.5%
+82.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.5% |
| 7D | +0.1% | +1.4% | -1.4% | -0.8% |
| 30D | +10.1% | +7.5% | +2.6% | +5.5% |
| 3M | -4.2% | -4.3% | +0.2% | -2.4% |
| 6M | -7.2% | -1.5% | -5.7% | -8.8% |
| YTD | -47.7% | +10.5% | -58.2% | -53.2% |
| 1Y | -46.7% | +8.5% | -55.2% | -51.8% |
| 3Y | -34.1% | +28.0% | -62.1% | -48.3% |
| 5Y | -43.3% | +12.0% | -55.3% | -51.4% |
| All | +236.7% | +154.5% | +82.2% | +72.5% |
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