+269.6%
INTU vs KHC
-42.1%
+311.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.8% | -1.0% | -3.0% |
| 7D | +0.1% | +1.1% | -1.0% | -0.1% |
| 30D | +15.4% | +12.0% | +3.5% | +12.2% |
| 3M | +6.6% | +0.2% | +6.4% | +6.6% |
| 6M | -11.3% | +10.3% | -21.7% | -13.3% |
| YTD | -47.7% | +6.7% | -54.5% | -48.7% |
| 1Y | -47.0% | +10.9% | -57.9% | -48.5% |
| 3Y | -29.9% | -12.6% | -17.3% | -28.9% |
| 5Y | -42.2% | -16.3% | -25.9% | -41.5% |
| 10Y | +251.7% | -53.2% | +304.9% | +273.2% |
| All | +269.6% | -42.1% | +311.8% | +250.0% |
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