+14,683.6%
INTU vs HAL
+562.5%
+14,121.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.7% |
| 7D | -1.2% | -6.5% | +5.2% | +0.1% |
| 30D | +12.4% | -2.1% | +14.6% | +12.7% |
| 3M | +2.3% | -4.9% | +7.1% | +2.9% |
| 6M | -13.3% | -19.3% | +6.0% | -10.0% |
| YTD | -47.9% | +14.3% | -62.2% | -50.1% |
| 1Y | -47.2% | +17.3% | -64.5% | -49.7% |
| 3Y | -33.9% | -10.9% | -23.0% | -34.9% |
| 5Y | -41.3% | +47.4% | -88.7% | -50.0% |
| 10Y | +237.9% | -20.8% | +258.7% | +186.0% |
| All | +14,683.6% | +562.5% | +14,121.2% | +6,933.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling