+235.3%
INTU vs PH
+778.3%
-543.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.2% | -5.2% | -2.7% |
| 7D | -3.9% | +3.0% | -7.0% | -5.3% |
| 30D | +11.7% | -0.6% | +12.3% | +11.3% |
| 3M | +4.5% | -10.7% | +15.2% | +8.5% |
| 6M | -13.9% | +9.1% | -22.9% | -19.1% |
| YTD | -48.2% | +9.5% | -57.7% | -52.5% |
| 1Y | -47.1% | +14.0% | -61.2% | -52.5% |
| 3Y | -32.5% | +138.9% | -171.4% | -59.0% |
| 5Y | -42.6% | +209.1% | -251.7% | -69.8% |
| 10Y | +235.3% | +737.3% | -502.0% | +10.4% |
| All | +235.3% | +778.3% | -543.0% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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