-42.2%
INTU vs HAL
+41.5%
-83.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.5% | -3.7% |
| 7D | +0.1% | -12.0% | +12.1% | +1.8% |
| 30D | +15.4% | +0.3% | +15.1% | +15.2% |
| 3M | +6.6% | -1.6% | +8.2% | +6.5% |
| 6M | -11.3% | -20.5% | +9.2% | -8.8% |
| YTD | -47.7% | +14.2% | -61.9% | -49.5% |
| 1Y | -47.0% | +18.9% | -65.9% | -49.2% |
| 3Y | -29.9% | -13.7% | -16.2% | -30.9% |
| All | -42.2% | +41.5% | -83.7% | -47.6% |
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