+217.8%
INTU vs HON
+136.9%
+80.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.7% | +2.8% |
| 7D | -3.3% | -3.5% | +0.1% | -1.4% |
| 30D | -3.9% | -13.8% | +9.8% | +4.1% |
| 3M | +16.6% | -11.7% | +28.3% | +23.4% |
| 6M | -26.4% | -18.7% | -7.7% | -19.3% |
| YTD | -51.0% | +0.2% | -51.2% | -53.5% |
| 1Y | -50.8% | -3.1% | -47.7% | -52.5% |
| 3Y | -40.1% | +17.0% | -57.0% | -50.3% |
| 5Y | -41.2% | +2.0% | -43.2% | -46.7% |
| All | +217.8% | +136.9% | +80.8% | +69.5% |
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