-39.2%
INTU vs HAL
+103.1%
-142.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -3.3% |
| 7D | -7.1% | +2.9% | -10.0% | -7.4% |
| 30D | +1.5% | +17.0% | -15.6% | -0.7% |
| 3M | +10.7% | -9.7% | +20.3% | +12.1% |
| 6M | -23.8% | +8.6% | -32.5% | -25.1% |
| YTD | -49.3% | +33.0% | -82.3% | -51.8% |
| 1Y | -49.7% | +68.3% | -118.0% | -54.1% |
| 3Y | -38.0% | +0.1% | -38.1% | -40.1% |
| All | -39.2% | +103.1% | -142.3% | -44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling