+14,280.4%
INTU vs HON
+2,568.0%
+11,712.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.3% | -3.8% |
| 7D | -7.1% | -3.6% | -3.5% | -5.6% |
| 30D | +1.5% | -15.3% | +16.7% | +8.6% |
| 3M | +10.7% | -7.9% | +18.6% | +13.4% |
| 6M | -23.8% | -18.1% | -5.8% | -18.6% |
| YTD | -49.3% | +3.8% | -53.1% | -51.5% |
| 1Y | -49.7% | +0.5% | -50.1% | -51.3% |
| 3Y | -38.0% | +19.8% | -57.8% | -45.1% |
| 5Y | -38.7% | +2.9% | -41.6% | -41.6% |
| 10Y | +221.3% | +134.6% | +86.7% | +114.0% |
| All | +14,280.4% | +2,568.0% | +11,712.4% | +2,922.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling