+14,280.4%
INTU vs HAS
+1,309.6%
+12,970.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.2% |
| 7D | -7.1% | -1.8% | -5.3% | -6.6% |
| 30D | +1.5% | +2.3% | -0.8% | +0.8% |
| 3M | +10.7% | +10.4% | +0.3% | +7.1% |
| 6M | -23.8% | -3.2% | -20.6% | -23.9% |
| YTD | -49.3% | +15.4% | -64.7% | -52.3% |
| 1Y | -49.7% | +18.8% | -68.5% | -53.1% |
| 3Y | -38.0% | +43.9% | -82.0% | -47.4% |
| 5Y | -38.7% | +13.9% | -52.6% | -44.5% |
| 10Y | +221.3% | +56.4% | +164.9% | +147.1% |
| All | +14,280.4% | +1,309.6% | +12,970.8% | +5,472.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling