-46.7%
INTU vs HAS
+58.1%
-104.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.5% |
| 7D | +0.1% | +1.4% | -1.3% | -0.1% |
| 30D | +10.1% | +26.3% | -16.2% | +8.0% |
| 3M | -4.2% | +25.6% | -29.8% | -6.2% |
| 6M | -7.2% | +30.3% | -37.5% | -9.2% |
| YTD | -47.7% | +50.4% | -98.0% | -50.2% |
| 1Y | -46.7% | +57.7% | -104.4% | -49.7% |
| All | -46.7% | +58.1% | -104.8% | -49.7% |
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