-40.7%
INTU vs HBM
+522.1%
-562.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +5.8% | -9.9% | -4.3% |
| 7D | -7.5% | +7.4% | -14.9% | -7.8% |
| 30D | -1.9% | +5.1% | -7.0% | -2.2% |
| 3M | +4.9% | +11.1% | -6.3% | +4.5% |
| 6M | -33.2% | +30.2% | -63.4% | -34.5% |
| YTD | -51.4% | +46.2% | -97.6% | -53.8% |
| 1Y | -52.0% | +120.0% | -172.0% | -57.5% |
| 3Y | -40.7% | +527.4% | -568.1% | -58.0% |
| All | -40.7% | +522.1% | -562.7% | -58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling