-49.7%
INTU vs KHC
-3.0%
-46.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.2% | -1.1% | -2.6% |
| 7D | -7.1% | -3.3% | -3.8% | -6.1% |
| 30D | +1.5% | -3.4% | +4.9% | +2.4% |
| 3M | +10.7% | +12.6% | -1.9% | +10.0% |
| 6M | -23.8% | +7.0% | -30.9% | -23.7% |
| YTD | -49.3% | +6.1% | -55.4% | -49.0% |
| 1Y | -49.7% | -3.1% | -46.6% | -48.3% |
| All | -49.7% | -3.0% | -46.6% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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