-45.2%
INTU vs HL
+22.6%
-67.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +13.2% | -9.7% | +3.9% |
| 7D | +8.7% | +0.2% | +8.5% | +8.6% |
| 30D | +25.9% | -12.1% | +38.0% | +25.2% |
| 3M | +10.7% | -2.8% | +13.6% | +10.7% |
| 6M | -11.6% | -14.9% | +3.4% | -12.0% |
| YTD | -45.4% | -22.0% | -23.4% | -46.0% |
| 1Y | -45.2% | +25.0% | -70.2% | -46.6% |
| All | -45.2% | +22.6% | -67.8% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 1y: compounded portfolio wealth divided by compounded HL 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…
1y analysis · Full analysis span regression · 6 months rolling