+209.1%
INTU vs HL
+278.2%
-69.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | 0.0% |
| 7D | -9.2% | -5.6% | -3.5% | -8.7% |
| 30D | -7.0% | +12.7% | -19.8% | -8.2% |
| 3M | +10.5% | +42.5% | -32.0% | +6.3% |
| 6M | -30.6% | -9.0% | -21.6% | -30.7% |
| YTD | -52.3% | +4.4% | -56.7% | -53.6% |
| 1Y | -51.8% | +82.7% | -134.5% | -56.2% |
| 3Y | -41.8% | +406.3% | -448.1% | -54.4% |
| 5Y | -42.8% | +238.2% | -281.0% | -54.4% |
| All | +209.1% | +278.2% | -69.2% | +118.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling