+2,265.1%
INTU vs HDB
+4,142.9%
-1,877.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.8% | -5.5% | -4.2% |
| 7D | +0.1% | +13.3% | -13.2% | -3.2% |
| 30D | +15.4% | +13.6% | +1.9% | +11.5% |
| 3M | +6.6% | +5.8% | +0.8% | +4.8% |
| 6M | -11.3% | -1.9% | -9.4% | -11.4% |
| YTD | -47.7% | -31.2% | -16.5% | -42.8% |
| 1Y | -47.0% | -29.6% | -17.5% | -42.4% |
| 3Y | -29.9% | -10.1% | -19.8% | -30.0% |
| 5Y | -42.2% | -24.3% | -17.9% | -39.6% |
| 10Y | +251.7% | +59.3% | +192.4% | +195.9% |
| All | +2,265.1% | +4,142.9% | -1,877.8% | +1,022.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling