+25.9%
HD vs INTU
-29.7%
+55.7%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.8% | +1.9% | -1.4% |
| 7D | +4.3% | +0.1% | +4.2% | +4.4% |
| 30D | +20.2% | +15.4% | +4.8% | +18.5% |
| 3M | -1.0% | +6.6% | -7.6% | -1.7% |
| 6M | +7.9% | -11.3% | +19.2% | +8.3% |
| YTD | +2.0% | -47.7% | +49.7% | +11.9% |
| 1Y | -4.3% | -47.0% | +42.7% | +4.7% |
| 3Y | +25.9% | -29.9% | +55.9% | +14.5% |
| All | +25.9% | -29.7% | +55.7% | +14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling