-33.9%
INTU vs LH
+86.6%
-120.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +0.9% | +0.7% |
| 7D | -1.2% | +4.8% | -6.0% | -2.5% |
| 30D | +12.4% | +18.8% | -6.4% | +6.9% |
| 3M | +2.3% | +15.7% | -13.4% | -2.0% |
| 6M | -13.3% | +46.7% | -60.0% | -22.1% |
| YTD | -47.9% | +48.9% | -96.8% | -53.8% |
| 1Y | -47.2% | +43.5% | -90.6% | -52.6% |
| 3Y | -33.9% | +86.9% | -120.8% | -44.9% |
| All | -33.9% | +86.6% | -120.5% | -44.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling