-41.7%
INTU vs HRB
+112.6%
-154.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.5% | +2.3% | -2.1% |
| 7D | -7.5% | -9.1% | +1.5% | -4.7% |
| 30D | -1.9% | +0.3% | -2.2% | -2.6% |
| 3M | +4.9% | +23.4% | -18.5% | -2.5% |
| 6M | -33.2% | +45.1% | -78.3% | -40.7% |
| YTD | -51.4% | +8.9% | -60.3% | -53.5% |
| 1Y | -52.0% | -7.9% | -44.1% | -52.3% |
| 3Y | -40.7% | +27.9% | -68.6% | -46.5% |
| 5Y | -41.7% | +108.3% | -150.0% | -51.2% |
| All | -41.7% | +112.6% | -154.3% | -51.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling