+205.5%
HD vs INTU
+221.9%
-16.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +2.1% |
| 7D | -2.1% | -7.1% | +5.0% | +0.3% |
| 30D | -8.4% | +1.5% | -9.9% | -9.2% |
| 3M | +4.3% | +10.7% | -6.3% | 0.0% |
| 6M | -11.1% | -23.8% | +12.7% | -5.7% |
| YTD | -4.7% | -49.3% | +44.6% | +17.3% |
| 1Y | -19.8% | -49.7% | +29.8% | -1.4% |
| 3Y | +4.1% | -38.0% | +42.1% | +12.6% |
| 5Y | +10.3% | -38.7% | +49.1% | +13.9% |
| All | +205.5% | +221.9% | -16.3% | +41.0% |
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