-41.7%
INTU vs HAL
+101.7%
-143.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -4.0% |
| 7D | -7.5% | +0.5% | -8.0% | -7.6% |
| 30D | -1.9% | +15.9% | -17.9% | -3.9% |
| 3M | +4.9% | -8.7% | +13.6% | +6.0% |
| 6M | -33.2% | +9.0% | -42.3% | -34.3% |
| YTD | -51.4% | +32.0% | -83.4% | -53.7% |
| 1Y | -52.0% | +72.5% | -124.4% | -56.4% |
| 3Y | -40.7% | -4.5% | -36.1% | -42.2% |
| 5Y | -41.7% | +109.7% | -151.4% | -47.1% |
| All | -41.7% | +101.7% | -143.4% | -47.1% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling