+211.0%
INTU vs HBM
+625.8%
-414.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -1.5% |
| 7D | -8.5% | +5.5% | -14.0% | -9.2% |
| 30D | -6.1% | +3.3% | -9.4% | -6.8% |
| 3M | +7.3% | +12.7% | -5.3% | +4.6% |
| 6M | -33.2% | +28.2% | -61.4% | -37.0% |
| YTD | -52.2% | +45.3% | -97.5% | -56.4% |
| 1Y | -52.7% | +121.7% | -174.4% | -60.1% |
| 3Y | -41.6% | +523.5% | -565.1% | -60.2% |
| 5Y | -42.6% | +393.9% | -436.6% | -60.8% |
| 10Y | +211.0% | +647.9% | -436.8% | +69.7% |
| All | +211.0% | +625.8% | -414.8% | +69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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