+142.1%
INTU vs USHY
+48.0%
+94.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.7% |
| 7D | +0.1% | -0.4% | +0.5% | +1.0% |
| 30D | +10.1% | +0.6% | +9.5% | +8.5% |
| 3M | -4.2% | -2.0% | -2.2% | +0.4% |
| 6M | -7.2% | -0.5% | -6.7% | -6.4% |
| YTD | -47.7% | +0.6% | -48.3% | -48.7% |
| 1Y | -46.7% | +2.1% | -48.8% | -49.5% |
| 3Y | -34.1% | +25.3% | -59.4% | -61.1% |
| 5Y | -43.3% | +19.7% | -63.0% | -61.3% |
| All | +142.1% | +48.0% | +94.1% | +5.1% |
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