+237.9%
INTU vs HAS
+102.6%
+135.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | -0.1% | +0.4% |
| 7D | -1.2% | +3.3% | -4.5% | -2.3% |
| 30D | +12.4% | +30.5% | -18.1% | +3.1% |
| 3M | +2.3% | +29.9% | -27.6% | -6.1% |
| 6M | -13.3% | +26.5% | -39.9% | -20.2% |
| YTD | -47.9% | +51.9% | -99.8% | -55.4% |
| 1Y | -47.2% | +60.9% | -108.1% | -55.7% |
| 3Y | -33.9% | +215.0% | -248.9% | -58.1% |
| 5Y | -41.3% | +51.5% | -92.8% | -51.9% |
| 10Y | +237.9% | +102.2% | +135.6% | +134.0% |
| All | +237.9% | +102.6% | +135.3% | +134.0% |
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