-50.8%
INTU vs HLT
+12.2%
-62.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | -3.3% | -1.6% | -1.7% | -3.5% |
| 30D | -3.9% | -5.0% | +1.1% | -4.4% |
| 3M | +16.6% | -10.4% | +27.0% | +15.6% |
| 6M | -26.4% | +3.2% | -29.7% | -27.2% |
| YTD | -51.0% | +6.7% | -57.7% | -51.9% |
| 1Y | -50.8% | +10.3% | -61.0% | -53.0% |
| All | -50.8% | +12.2% | -62.9% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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