+233.5%
INTU vs LH
+263.2%
-29.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.3% | +0.5% |
| 7D | -3.9% | +1.2% | -5.1% | -4.5% |
| 30D | +12.0% | +18.0% | -6.0% | +3.1% |
| 3M | +2.3% | +15.7% | -13.4% | -5.0% |
| 6M | -12.1% | +46.6% | -58.7% | -27.5% |
| YTD | -47.5% | +49.5% | -97.0% | -57.6% |
| 1Y | -46.9% | +40.2% | -87.1% | -55.7% |
| 3Y | -33.5% | +87.6% | -121.1% | -53.5% |
| 5Y | -41.2% | +59.3% | -100.5% | -55.7% |
| 10Y | +233.5% | +266.1% | -32.6% | +63.5% |
| All | +233.5% | +263.2% | -29.7% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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