+257.9%
HD vs INTU
+251.7%
+6.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.0% | +3.9% | +3.2% |
| 7D | +3.6% | -3.9% | +7.5% | +5.0% |
| 30D | +21.6% | +11.7% | +9.8% | +17.2% |
| 3M | +0.1% | +4.5% | -4.4% | -1.9% |
| 6M | +13.0% | -13.9% | +26.9% | +15.7% |
| YTD | +4.9% | -48.2% | +53.2% | +27.8% |
| 1Y | -2.1% | -47.1% | +45.1% | +18.0% |
| 3Y | +32.6% | -32.5% | +65.1% | +38.3% |
| 5Y | +8.2% | -42.6% | +50.8% | +15.8% |
| 10Y | +257.9% | +235.3% | +22.6% | +76.0% |
| All | +257.9% | +251.7% | +6.2% | +76.0% |
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