+14,280.5%
INTU vs LH
+921.8%
+13,358.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.4% | -2.0% | -3.0% |
| 7D | -7.1% | -2.5% | -4.6% | -6.5% |
| 30D | +1.5% | +4.3% | -2.9% | +0.5% |
| 3M | +10.7% | +25.5% | -14.9% | +4.8% |
| 6M | -23.8% | +17.0% | -40.8% | -26.7% |
| YTD | -49.3% | +31.3% | -80.6% | -52.7% |
| 1Y | -49.7% | +20.0% | -69.6% | -52.1% |
| 3Y | -38.0% | +63.9% | -101.9% | -45.6% |
| 5Y | -38.7% | +30.9% | -69.6% | -43.3% |
| 10Y | +221.3% | +191.4% | +30.0% | +146.2% |
| All | +14,280.5% | +921.8% | +13,358.7% | +6,903.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling