+233.5%
INTU vs HRB
+243.1%
-9.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.7% |
| 7D | -3.9% | -8.1% | +4.2% | -1.5% |
| 30D | +12.0% | +15.0% | -3.0% | +7.5% |
| 3M | +2.3% | +10.2% | -7.9% | -1.0% |
| 6M | -12.1% | +44.2% | -56.3% | -20.8% |
| YTD | -47.5% | +21.0% | -68.5% | -50.9% |
| 1Y | -46.9% | +12.0% | -58.9% | -49.3% |
| 3Y | -33.5% | +24.9% | -58.4% | -39.2% |
| 5Y | -41.2% | +144.6% | -185.8% | -55.5% |
| 10Y | +233.5% | +229.4% | +4.1% | +119.6% |
| All | +233.5% | +243.1% | -9.6% | +119.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling