+14,671.9%
INTU vs HL
+72.0%
+14,599.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.5% | +4.7% | -0.4% |
| 7D | -4.1% | -7.6% | +3.5% | -3.7% |
| 30D | +12.8% | -17.5% | +30.3% | +13.9% |
| 3M | +2.1% | -26.2% | +28.3% | +3.5% |
| 6M | -11.5% | -35.1% | +23.6% | -10.0% |
| YTD | -47.9% | -30.4% | -17.5% | -47.6% |
| 1Y | -47.7% | -14.0% | -33.7% | -48.1% |
| 3Y | -34.0% | +256.3% | -290.3% | -40.9% |
| 5Y | -43.5% | +112.5% | -156.0% | -48.6% |
| 10Y | +231.1% | +131.3% | +99.8% | +185.6% |
| All | +14,671.9% | +72.0% | +14,599.9% | +11,123.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling