+13,685.3%
INTU vs HPQ
+1,664.5%
+12,020.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.5% | +0.4% | -2.4% |
| 7D | -7.5% | -0.5% | -7.1% | -7.4% |
| 30D | -1.9% | +3.7% | -5.7% | -3.7% |
| 3M | +4.9% | +24.3% | -19.5% | -4.4% |
| 6M | -33.2% | +64.8% | -98.0% | -46.4% |
| YTD | -51.4% | +43.9% | -95.3% | -58.8% |
| 1Y | -52.0% | +11.7% | -63.6% | -55.3% |
| 3Y | -40.7% | +19.7% | -60.4% | -48.7% |
| 5Y | -41.7% | +32.2% | -73.9% | -52.5% |
| 10Y | +211.1% | +198.9% | +12.2% | +70.3% |
| All | +13,685.3% | +1,664.5% | +12,020.8% | +2,184.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling