-51.8%
INTU vs HL
+95.3%
-147.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | -0.5% |
| 7D | -9.2% | -5.6% | -3.5% | -9.3% |
| 30D | -7.0% | +12.7% | -19.8% | -6.6% |
| 3M | +10.5% | +42.5% | -32.0% | +12.0% |
| 6M | -30.6% | -9.0% | -21.6% | -29.9% |
| YTD | -52.3% | +4.4% | -56.7% | -52.0% |
| 1Y | -51.8% | +82.7% | -134.5% | -52.1% |
| All | -51.8% | +95.3% | -147.1% | -52.1% |
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