-45.2%
INTU vs HAS
+66.3%
-111.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.1% | +0.4% | +3.1% |
| 7D | +8.7% | +2.4% | +6.2% | +8.4% |
| 30D | +25.9% | +31.6% | -5.7% | +23.2% |
| 3M | +10.7% | +33.9% | -23.1% | +8.4% |
| 6M | -11.6% | +31.4% | -43.0% | -13.6% |
| YTD | -45.4% | +51.6% | -97.0% | -48.2% |
| 1Y | -45.2% | +65.2% | -110.4% | -49.2% |
| All | -45.2% | +66.3% | -111.6% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 1y: compounded portfolio wealth divided by compounded HAS 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…
1y analysis · Full analysis span regression · 6 months rolling