+211.0%
INTU vs HRB
+205.6%
+5.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | +0.1% | -1.1% |
| 7D | -8.5% | -10.6% | +2.2% | -5.4% |
| 30D | -6.1% | -0.8% | -5.3% | -6.4% |
| 3M | +7.3% | +19.1% | -11.7% | +1.7% |
| 6M | -33.2% | +48.7% | -81.9% | -40.6% |
| YTD | -52.2% | +7.1% | -59.3% | -53.6% |
| 1Y | -52.7% | -8.3% | -44.4% | -52.4% |
| 3Y | -41.6% | +25.8% | -67.5% | -46.7% |
| 5Y | -42.6% | +111.1% | -153.7% | -54.8% |
| 10Y | +211.0% | +206.6% | +4.5% | +105.5% |
| All | +211.0% | +205.6% | +5.4% | +105.5% |
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