+235.3%
INTU vs KHC
-54.7%
+290.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.8% |
| 7D | -3.9% | -2.0% | -1.9% | -3.4% |
| 30D | +11.7% | +9.7% | +2.1% | +9.4% |
| 3M | +4.5% | -2.0% | +6.5% | +5.0% |
| 6M | -13.9% | +5.4% | -19.3% | -14.8% |
| YTD | -48.2% | +5.9% | -54.1% | -49.0% |
| 1Y | -47.1% | +7.5% | -54.6% | -48.1% |
| 3Y | -32.5% | -12.4% | -20.1% | -31.6% |
| 5Y | -42.6% | -15.8% | -26.7% | -41.9% |
| 10Y | +235.3% | -54.1% | +289.4% | +223.3% |
| All | +235.3% | -54.7% | +290.0% | +223.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling