-33.9%
INTU vs HRB
+29.4%
-63.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.6% |
| 7D | -1.2% | -4.0% | +2.8% | +0.4% |
| 30D | +12.4% | +15.8% | -3.3% | +6.2% |
| 3M | +2.3% | +12.0% | -9.8% | -2.8% |
| 6M | -13.3% | +40.7% | -54.1% | -23.8% |
| YTD | -47.9% | +21.0% | -68.9% | -52.7% |
| 1Y | -47.2% | +11.7% | -58.8% | -51.1% |
| 3Y | -33.9% | +25.0% | -58.9% | -42.3% |
| All | -33.9% | +29.4% | -63.3% | -42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling