+211.0%
INTU vs LH
+185.6%
+25.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.0% |
| 7D | -8.5% | -3.2% | -5.3% | -7.0% |
| 30D | -6.1% | +0.1% | -6.3% | -6.1% |
| 3M | +7.3% | +18.6% | -11.3% | -1.2% |
| 6M | -33.2% | +17.9% | -51.2% | -38.5% |
| YTD | -52.2% | +28.9% | -81.1% | -58.2% |
| 1Y | -52.7% | +16.6% | -69.3% | -56.8% |
| 3Y | -41.6% | +63.6% | -105.2% | -56.2% |
| 5Y | -42.6% | +30.0% | -72.7% | -52.0% |
| 10Y | +211.0% | +191.9% | +19.1% | +66.1% |
| All | +211.0% | +185.6% | +25.4% | +66.1% |
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