-47.2%
INTU vs THC
+51.2%
-98.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.2% | +0.6% |
| 7D | -1.2% | +8.8% | -10.1% | -2.3% |
| 30D | +12.4% | +10.0% | +2.4% | +11.1% |
| 3M | +2.3% | +11.7% | -9.4% | +0.9% |
| 6M | -13.3% | +52.5% | -65.8% | -16.4% |
| YTD | -47.9% | +46.1% | -94.0% | -49.4% |
| 1Y | -47.2% | +49.1% | -96.3% | -48.8% |
| All | -47.2% | +51.2% | -98.3% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 1y: compounded portfolio wealth divided by compounded THC 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…
1y analysis · Full analysis span regression · 6 months rolling