+235.2%
INTU vs HAL
-16.5%
+251.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -4.1% | +2.6% | -6.8% | -4.6% |
| 30D | +12.8% | -0.1% | +12.9% | +12.6% |
| 3M | +2.1% | -1.1% | +3.2% | +2.0% |
| 6M | -11.5% | -20.7% | +9.3% | -8.2% |
| YTD | -47.9% | +17.5% | -65.4% | -50.1% |
| 1Y | -47.7% | +24.1% | -71.8% | -50.4% |
| 3Y | -34.0% | -8.4% | -25.6% | -35.2% |
| 5Y | -43.5% | +53.2% | -96.8% | -51.5% |
| All | +235.2% | -16.5% | +251.7% | +148.2% |
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