+223.4%
INTU vs HAS
+56.4%
+167.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.2% |
| 7D | -7.1% | -1.8% | -5.3% | -6.5% |
| 30D | +1.5% | +2.3% | -0.8% | +0.7% |
| 3M | +10.7% | +10.4% | +0.3% | +6.9% |
| 6M | -23.8% | -3.2% | -20.6% | -23.9% |
| YTD | -49.3% | +15.4% | -64.7% | -52.5% |
| 1Y | -49.7% | +18.8% | -68.5% | -53.5% |
| 3Y | -38.0% | +43.9% | -82.0% | -48.2% |
| 5Y | -38.7% | +13.9% | -52.6% | -45.0% |
| All | +223.4% | +56.4% | +167.0% | +149.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling