+248.1%
HD vs INTU
+230.7%
+17.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.1% | -0.6% |
| 7D | -0.5% | -4.1% | +3.7% | +0.9% |
| 30D | +18.5% | +12.8% | +5.6% | +13.9% |
| 3M | +2.2% | +2.1% | 0.0% | +0.9% |
| 6M | +13.8% | -11.5% | +25.3% | +15.4% |
| YTD | +3.4% | -47.9% | +51.3% | +25.7% |
| 1Y | -3.5% | -47.7% | +44.2% | +16.8% |
| 3Y | +29.0% | -34.0% | +62.9% | +35.9% |
| 5Y | +6.1% | -43.5% | +49.6% | +14.6% |
| All | +248.1% | +230.7% | +17.4% | +72.8% |
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