+258.4%
INTU vs KHC
-41.6%
+300.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.2% |
| 7D | -7.1% | -1.8% | -5.3% | -6.7% |
| 30D | +1.5% | -1.9% | +3.3% | +2.0% |
| 3M | +10.7% | +14.4% | -3.7% | +7.2% |
| 6M | -23.8% | +8.7% | -32.6% | -25.4% |
| YTD | -49.3% | +7.8% | -57.1% | -50.4% |
| 1Y | -49.7% | -1.5% | -48.1% | -49.7% |
| 3Y | -38.0% | -9.9% | -28.2% | -37.8% |
| 5Y | -38.7% | -10.7% | -28.0% | -39.2% |
| 10Y | +221.3% | -55.7% | +277.0% | +251.1% |
| All | +258.4% | -41.6% | +300.0% | +238.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling