-40.7%
INTU vs HON
+22.0%
-62.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.5% | -4.0% |
| 7D | -7.5% | -0.8% | -6.7% | -7.4% |
| 30D | -1.9% | -15.2% | +13.2% | +1.1% |
| 3M | +4.9% | -6.0% | +10.8% | +5.3% |
| 6M | -33.2% | -14.9% | -18.3% | -31.1% |
| YTD | -51.4% | +3.2% | -54.6% | -54.0% |
| 1Y | -52.0% | 0.0% | -52.0% | -54.0% |
| 3Y | -40.7% | +21.5% | -62.2% | -51.7% |
| All | -40.7% | +22.0% | -62.6% | -51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling