-41.3%
INTU vs HRB
+144.6%
-185.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.6% |
| 7D | -1.2% | -4.0% | +2.8% | +0.2% |
| 30D | +12.4% | +15.8% | -3.3% | +7.0% |
| 3M | +2.3% | +12.0% | -9.8% | -2.1% |
| 6M | -13.3% | +40.7% | -54.1% | -22.6% |
| YTD | -47.9% | +21.0% | -68.9% | -52.0% |
| 1Y | -47.2% | +11.7% | -58.8% | -50.3% |
| 3Y | -33.9% | +25.0% | -58.9% | -40.8% |
| 5Y | -41.3% | +141.0% | -182.4% | -54.1% |
| All | -41.3% | +144.6% | -185.9% | -54.1% |
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