-34.1%
INTU vs HLT
+133.3%
-167.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.4% | +0.4% |
| 7D | +0.1% | +0.7% | -0.7% | -0.2% |
| 30D | +10.1% | +13.7% | -3.7% | +5.8% |
| 3M | -4.2% | +16.3% | -20.5% | -8.7% |
| 6M | -7.2% | +19.9% | -27.2% | -13.1% |
| YTD | -47.7% | +30.1% | -77.8% | -53.2% |
| 1Y | -46.7% | +38.5% | -85.2% | -53.9% |
| 3Y | -34.1% | +131.0% | -165.1% | -58.3% |
| All | -34.1% | +133.3% | -167.4% | -58.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling