+236.7%
INTU vs PH
+700.2%
-463.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | +0.1% | +4.3% | -4.3% | -1.7% |
| 30D | +10.1% | +0.1% | +9.9% | +9.3% |
| 3M | -4.2% | -9.4% | +5.2% | -1.1% |
| 6M | -7.2% | +8.8% | -16.0% | -12.7% |
| YTD | -47.7% | +9.6% | -57.3% | -52.0% |
| 1Y | -46.7% | +14.4% | -61.1% | -52.2% |
| 3Y | -34.1% | +134.5% | -168.6% | -59.6% |
| 5Y | -43.3% | +204.4% | -247.7% | -70.0% |
| All | +236.7% | +700.2% | -463.5% | +10.0% |
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