-51.8%
INTU vs HBM
+103.9%
-155.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.5% | +7.2% | -1.4% |
| 7D | -9.2% | -3.7% | -5.4% | -9.5% |
| 30D | -7.0% | -3.7% | -3.4% | -7.3% |
| 3M | +10.5% | +8.0% | +2.5% | +13.0% |
| 6M | -30.6% | +15.8% | -46.4% | -27.1% |
| YTD | -52.3% | +34.4% | -86.7% | -50.5% |
| 1Y | -51.8% | +98.2% | -150.0% | -50.9% |
| All | -51.8% | +103.9% | -155.7% | -50.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling