+5,314.1%
HD vs INTU
+16,502.9%
-11,188.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +1.6% |
| 7D | -2.1% | -7.1% | +5.0% | -0.6% |
| 30D | -8.4% | +1.5% | -9.9% | -8.8% |
| 3M | +4.3% | +10.7% | -6.3% | +1.7% |
| 6M | -11.1% | -23.8% | +12.7% | -7.9% |
| YTD | -4.7% | -49.3% | +44.6% | +6.8% |
| 1Y | -19.8% | -49.7% | +29.8% | -10.1% |
| 3Y | +4.1% | -38.0% | +42.1% | +10.1% |
| 5Y | +10.3% | -38.7% | +49.1% | +14.8% |
| 10Y | +203.2% | +221.3% | -18.2% | +128.4% |
| All | +5,314.1% | +16,502.9% | -11,188.7% | +1,851.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling