-4.3%
HD vs INTU
-46.6%
+42.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.8% | +1.9% | -1.6% |
| 7D | +4.3% | +0.1% | +4.2% | +4.4% |
| 30D | +20.2% | +15.4% | +4.8% | +19.8% |
| 3M | -1.0% | +6.6% | -7.6% | -1.1% |
| 6M | +7.9% | -11.3% | +19.2% | +6.6% |
| YTD | +2.0% | -47.7% | +49.7% | +3.8% |
| 1Y | -4.3% | -47.0% | +42.7% | -2.8% |
| All | -4.3% | -46.6% | +42.3% | -2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling