+2,995.5%
INTU vs HIG
+1,002.1%
+1,993.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -3.2% |
| 7D | -7.1% | +0.3% | -7.4% | -7.1% |
| 30D | +1.5% | -3.2% | +4.7% | +2.0% |
| 3M | +10.7% | +9.1% | +1.5% | +8.9% |
| 6M | -23.8% | -1.8% | -22.1% | -23.7% |
| YTD | -49.3% | +1.8% | -51.1% | -49.6% |
| 1Y | -49.7% | +4.6% | -54.2% | -50.2% |
| 3Y | -38.0% | +101.6% | -139.7% | -45.7% |
| 5Y | -38.7% | +124.5% | -163.2% | -47.3% |
| 10Y | +221.3% | +317.8% | -96.5% | +141.6% |
| All | +2,995.5% | +1,002.1% | +1,993.4% | +1,302.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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