+211.1%
INTU vs PH
+794.6%
-583.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -3.8% |
| 7D | -7.5% | +0.4% | -7.9% | -7.7% |
| 30D | -1.9% | -10.8% | +8.9% | +2.7% |
| 3M | +4.9% | +8.5% | -3.6% | +0.1% |
| 6M | -33.2% | +3.9% | -37.1% | -36.1% |
| YTD | -51.4% | +9.4% | -60.8% | -55.0% |
| 1Y | -52.0% | +26.8% | -78.8% | -58.8% |
| 3Y | -40.7% | +140.8% | -181.5% | -63.9% |
| 5Y | -41.7% | +253.8% | -295.5% | -70.9% |
| 10Y | +211.1% | +792.3% | -581.2% | -5.6% |
| All | +211.1% | +794.6% | -583.5% | -5.6% |
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