+235.3%
INTU vs HDB
+61.5%
+173.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.7% | -3.6% | -2.0% |
| 7D | -3.9% | +13.7% | -17.6% | -8.6% |
| 30D | +11.7% | +15.8% | -4.1% | +5.5% |
| 3M | +4.5% | +9.2% | -4.7% | +0.7% |
| 6M | -13.9% | +3.2% | -17.0% | -15.8% |
| YTD | -48.2% | -29.4% | -18.9% | -41.6% |
| 1Y | -47.1% | -27.9% | -19.2% | -40.9% |
| 3Y | -32.5% | -5.9% | -26.6% | -34.6% |
| 5Y | -42.6% | -23.5% | -19.1% | -40.1% |
| 10Y | +235.3% | +61.3% | +174.0% | +173.2% |
| All | +235.3% | +61.5% | +173.8% | +173.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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