+540.2%
HPE vs INTU
+209.2%
+331.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.6% | +6.7% | +5.6% |
| 7D | +13.6% | -8.5% | +22.1% | +16.7% |
| 30D | +7.7% | -6.1% | +13.8% | +9.3% |
| 3M | +22.4% | +7.3% | +15.0% | +17.5% |
| 6M | +172.6% | -33.2% | +205.8% | +201.2% |
| YTD | +147.5% | -52.2% | +199.7% | +208.1% |
| 1Y | +151.8% | -52.7% | +204.5% | +214.2% |
| 3Y | +267.1% | -41.6% | +308.7% | +313.2% |
| 5Y | +362.8% | -42.6% | +405.4% | +394.9% |
| 10Y | +540.2% | +211.0% | +329.1% | +224.9% |
| All | +540.2% | +209.2% | +331.0% | +224.9% |
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 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