+217.8%
INTU vs HBAN
+163.4%
+54.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.6% |
| 7D | -3.3% | -1.0% | -2.3% | -3.0% |
| 30D | -3.9% | -5.6% | +1.7% | -2.3% |
| 3M | +16.6% | -1.1% | +17.8% | +16.8% |
| 6M | -26.4% | +9.9% | -36.3% | -29.2% |
| YTD | -51.0% | -0.9% | -50.1% | -51.5% |
| 1Y | -50.8% | -1.4% | -49.4% | -51.3% |
| 3Y | -40.1% | +78.2% | -118.3% | -51.8% |
| 5Y | -41.2% | +37.0% | -78.2% | -49.6% |
| All | +217.8% | +163.4% | +54.3% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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