+134.6%
INTU vs USHY
+50.7%
+83.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.3% | -3.3% |
| 7D | -7.1% | -0.1% | -7.0% | -6.8% |
| 30D | +1.5% | +0.1% | +1.4% | +1.3% |
| 3M | +10.7% | +0.8% | +9.8% | +8.5% |
| 6M | -23.8% | +1.7% | -25.6% | -27.2% |
| YTD | -49.3% | +2.5% | -51.8% | -52.4% |
| 1Y | -49.7% | +4.4% | -54.1% | -54.7% |
| 3Y | -38.0% | +27.4% | -65.4% | -64.8% |
| 5Y | -38.7% | +21.7% | -60.5% | -59.8% |
| All | +134.6% | +50.7% | +83.9% | -2.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling