-49.7%
INTU vs USHY
+4.6%
-54.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.3% | -3.4% |
| 7D | -7.1% | -0.1% | -7.0% | -7.0% |
| 30D | +1.5% | +0.1% | +1.4% | +1.4% |
| 3M | +10.7% | +0.8% | +9.8% | +10.5% |
| 6M | -23.8% | +1.7% | -25.6% | -24.2% |
| YTD | -49.3% | +2.5% | -51.8% | -50.5% |
| 1Y | -49.7% | +4.4% | -54.1% | -53.2% |
| All | -49.7% | +4.6% | -54.2% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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