+298.8%
HPE vs INTU
-38.8%
+337.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.4% | -1.1% | -3.7% |
| 7D | -0.6% | -7.1% | +6.5% | +1.1% |
| 30D | -2.3% | +1.5% | -3.7% | -2.9% |
| 3M | -2.9% | +10.7% | -13.5% | -6.0% |
| 6M | +143.6% | -23.8% | +167.4% | +154.8% |
| YTD | +118.5% | -49.3% | +167.8% | +159.0% |
| 1Y | +129.2% | -49.7% | +178.9% | +171.9% |
| 3Y | +212.5% | -38.0% | +250.5% | +242.1% |
| All | +298.8% | -38.8% | +337.5% | +312.1% |
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 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