+224.7%
HPE vs INTU
-33.2%
+257.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.2% | -3.8% |
| 7D | +7.9% | +0.1% | +7.8% | +7.9% |
| 30D | -23.5% | +10.1% | -33.6% | -24.6% |
| 3M | -19.1% | -4.2% | -14.9% | -18.8% |
| 6M | +51.4% | -7.2% | +58.6% | +51.4% |
| YTD | +103.4% | -47.7% | +151.1% | +145.6% |
| 1Y | +114.4% | -46.7% | +161.1% | +156.4% |
| 3Y | +224.7% | -34.1% | +258.7% | +214.1% |
| All | +224.7% | -33.2% | +257.9% | +214.1% |
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