+247.2%
HD vs INTU
+236.7%
+10.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.3% | -0.9% |
| 7D | +5.2% | -1.2% | +6.4% | +5.7% |
| 30D | +20.7% | +12.4% | +8.3% | +16.2% |
| 3M | +0.8% | +2.3% | -1.5% | -0.4% |
| 6M | +12.2% | -13.3% | +25.5% | +14.6% |
| YTD | +4.2% | -47.9% | +52.1% | +26.6% |
| 1Y | -2.6% | -47.2% | +44.6% | +17.5% |
| 3Y | +30.0% | -33.9% | +63.9% | +37.0% |
| 5Y | +8.1% | -41.3% | +49.4% | +14.6% |
| 10Y | +247.2% | +237.9% | +9.3% | +69.7% |
| All | +247.2% | +236.7% | +10.4% | +69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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