+235.3%
INTU vs HAL
-18.5%
+253.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -3.9% | -7.9% | +3.9% | -2.6% |
| 30D | +11.7% | -2.1% | +13.8% | +11.9% |
| 3M | +4.5% | +0.4% | +4.0% | +4.0% |
| 6M | -13.9% | -19.2% | +5.4% | -11.1% |
| YTD | -48.2% | +14.4% | -62.6% | -50.2% |
| 1Y | -47.1% | +18.0% | -65.1% | -49.5% |
| 3Y | -32.5% | -9.7% | -22.8% | -33.6% |
| 5Y | -42.6% | +40.1% | -82.7% | -49.8% |
| 10Y | +235.3% | -19.1% | +254.4% | +149.7% |
| All | +235.3% | -18.5% | +253.8% | +149.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling