+14,729.7%
INTU vs HAS
+1,711.5%
+13,018.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.2% | -3.6% |
| 7D | +0.1% | -0.2% | +0.3% | +0.2% |
| 30D | +15.4% | +31.0% | -15.6% | +6.2% |
| 3M | +6.6% | +30.7% | -24.1% | -1.8% |
| 6M | -11.3% | +23.9% | -35.2% | -17.4% |
| YTD | -47.7% | +48.3% | -96.0% | -54.4% |
| 1Y | -47.0% | +60.2% | -107.2% | -55.0% |
| 3Y | -29.9% | +189.2% | -219.1% | -51.9% |
| 5Y | -42.2% | +50.4% | -92.6% | -51.9% |
| 10Y | +251.7% | +104.2% | +147.5% | +149.5% |
| All | +14,729.7% | +1,711.5% | +13,018.2% | +5,220.0% |
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 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