-52.7%
INTU vs HRB
-9.2%
-43.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | +0.1% | -0.8% |
| 7D | -8.5% | -10.6% | +2.2% | -3.8% |
| 30D | -6.1% | -0.8% | -5.3% | -6.7% |
| 3M | +7.3% | +19.1% | -11.7% | -2.2% |
| 6M | -33.2% | +48.7% | -81.9% | -43.7% |
| YTD | -52.2% | +7.1% | -59.3% | -54.5% |
| 1Y | -52.7% | -8.3% | -44.4% | -54.0% |
| All | -52.7% | -9.2% | -43.5% | -54.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling