-49.7%
INTU vs HAL
+74.7%
-124.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -3.4% |
| 7D | -7.1% | +2.9% | -10.0% | -7.0% |
| 30D | +1.5% | +17.0% | -15.6% | +2.0% |
| 3M | +10.7% | -9.7% | +20.3% | +11.1% |
| 6M | -23.8% | +8.6% | -32.5% | -23.1% |
| YTD | -49.3% | +33.0% | -82.3% | -49.2% |
| 1Y | -49.7% | +68.3% | -118.0% | -50.5% |
| All | -49.7% | +74.7% | -124.3% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 1y: compounded portfolio wealth divided by compounded HAL 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…
1y analysis · Full analysis span regression · 6 months rolling