-41.2%
INTU vs HON
+12.7%
-53.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | -3.9% | -0.4% | -3.6% | -3.9% |
| 30D | +12.0% | +8.6% | +3.4% | +7.7% |
| 3M | +2.3% | -0.8% | +3.1% | +2.3% |
| 6M | -12.1% | -0.1% | -12.0% | -13.8% |
| YTD | -47.5% | +12.8% | -60.3% | -53.6% |
| 1Y | -46.9% | +10.4% | -57.3% | -52.4% |
| 3Y | -33.5% | +30.5% | -63.9% | -50.5% |
| 5Y | -41.2% | +15.0% | -56.2% | -54.1% |
| All | -41.2% | +12.7% | -53.9% | -54.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling