-34.1%
INTU vs KHC
-9.8%
-24.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.1% | -0.1% |
| 7D | +0.1% | +2.0% | -2.0% | -0.4% |
| 30D | +10.1% | +10.6% | -0.5% | +8.0% |
| 3M | -4.2% | +0.5% | -4.7% | -4.5% |
| 6M | -7.2% | +12.1% | -19.3% | -8.2% |
| YTD | -47.7% | +8.9% | -56.6% | -48.1% |
| 1Y | -46.7% | +7.5% | -54.2% | -47.0% |
| 3Y | -34.1% | -10.7% | -23.3% | -35.2% |
| All | -34.1% | -9.8% | -24.3% | -35.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling