-51.8%
INTU vs HON
-2.5%
-49.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +1.0% | -0.6% |
| 7D | -9.2% | -2.6% | -6.5% | -9.5% |
| 30D | -7.0% | -11.9% | +4.8% | -8.8% |
| 3M | +10.5% | -6.1% | +16.6% | +9.7% |
| 6M | -30.6% | -19.2% | -11.4% | -32.0% |
| YTD | -52.3% | +0.2% | -52.5% | -54.4% |
| 1Y | -51.8% | -1.5% | -50.3% | -53.7% |
| All | -51.8% | -2.5% | -49.3% | -53.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling