-34.1%
INTU vs HDB
-7.5%
-26.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | 0.0% | +0.4% |
| 7D | +0.1% | +2.7% | -2.7% | -0.3% |
| 30D | +10.1% | +14.1% | -4.1% | +7.9% |
| 3M | -4.2% | +11.8% | -16.0% | -5.9% |
| 6M | -7.2% | +8.2% | -15.4% | -8.8% |
| YTD | -47.7% | -29.3% | -18.4% | -45.5% |
| 1Y | -46.7% | -28.8% | -17.9% | -44.6% |
| 3Y | -34.1% | -7.5% | -26.6% | -34.3% |
| All | -34.1% | -7.5% | -26.6% | -34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling