-41.5%
INTU vs HLT
+99.5%
-141.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.8% |
| 7D | -8.5% | -1.5% | -7.0% | -8.0% |
| 30D | -6.1% | -1.2% | -4.9% | -5.8% |
| 3M | +7.3% | -10.3% | +17.7% | +11.0% |
| 6M | -33.2% | +1.3% | -34.5% | -34.6% |
| YTD | -52.2% | +7.0% | -59.2% | -54.6% |
| 1Y | -52.7% | +11.9% | -64.5% | -56.3% |
| All | -41.5% | +99.5% | -141.0% | -63.0% |
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 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