+235.3%
INTU vs HAS
+106.1%
+129.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.6% | -1.5% |
| 7D | -3.9% | +2.2% | -6.1% | -4.6% |
| 30D | +11.7% | +29.6% | -17.9% | +2.7% |
| 3M | +4.5% | +30.3% | -25.8% | -4.2% |
| 6M | -13.9% | +25.6% | -39.5% | -20.5% |
| YTD | -48.2% | +50.8% | -99.0% | -55.6% |
| 1Y | -47.1% | +63.0% | -110.2% | -55.9% |
| 3Y | -32.5% | +211.6% | -244.1% | -57.0% |
| 5Y | -42.6% | +50.4% | -93.0% | -52.8% |
| 10Y | +235.3% | +101.9% | +133.4% | +132.8% |
| All | +235.3% | +106.1% | +129.2% | +132.8% |
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