+8.2%
HD vs INTU
-42.9%
+51.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.0% | +3.9% | +3.1% |
| 7D | +3.6% | -3.9% | +7.5% | +4.6% |
| 30D | +21.6% | +11.7% | +9.8% | +18.6% |
| 3M | +0.1% | +4.5% | -4.4% | -1.2% |
| 6M | +13.0% | -13.9% | +26.9% | +15.1% |
| YTD | +4.9% | -48.2% | +53.2% | +22.5% |
| 1Y | -2.1% | -47.1% | +45.1% | +13.4% |
| 3Y | +32.6% | -32.5% | +65.1% | +36.3% |
| 5Y | +8.2% | -42.6% | +50.8% | +10.7% |
| All | +8.2% | -42.9% | +51.1% | +10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling