-42.6%
INTU vs HPQ
+39.0%
-81.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.9% | -6.5% | -3.3% |
| 7D | -8.5% | +2.2% | -10.7% | -9.3% |
| 30D | -6.1% | +9.7% | -15.9% | -9.5% |
| 3M | +7.3% | +32.7% | -25.4% | -3.7% |
| 6M | -33.2% | +77.7% | -110.9% | -46.6% |
| YTD | -52.2% | +51.0% | -103.1% | -59.3% |
| 1Y | -52.7% | +18.4% | -71.1% | -56.3% |
| 3Y | -41.6% | +25.6% | -67.2% | -50.9% |
| 5Y | -42.6% | +38.6% | -81.3% | -50.8% |
| All | -42.6% | +39.0% | -81.7% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 5y: compounded portfolio wealth divided by compounded HPQ 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…
5y analysis · Full analysis span regression · 6 months rolling