-34.3%
INTU vs HAS
+215.8%
-250.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | -0.1% | +0.5% |
| 7D | -1.2% | +3.3% | -4.5% | -1.8% |
| 30D | +12.4% | +30.5% | -18.1% | +7.0% |
| 3M | +2.3% | +29.9% | -27.6% | -2.6% |
| 6M | -13.3% | +26.5% | -39.9% | -17.2% |
| YTD | -47.9% | +51.9% | -99.8% | -52.5% |
| 1Y | -47.2% | +60.9% | -108.1% | -52.5% |
| All | -34.3% | +215.8% | -250.1% | -52.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling