+14,280.4%
INTU vs HRB
+1,357.3%
+12,923.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.0% | +0.6% | -2.1% |
| 7D | -7.1% | -5.7% | -1.4% | -5.3% |
| 30D | +1.5% | +7.9% | -6.5% | -1.6% |
| 3M | +10.7% | +32.1% | -21.5% | +0.5% |
| 6M | -23.8% | +62.2% | -86.1% | -35.3% |
| YTD | -49.3% | +16.4% | -65.7% | -52.3% |
| 1Y | -49.7% | -0.3% | -49.4% | -50.4% |
| 3Y | -38.0% | +36.0% | -74.0% | -45.7% |
| 5Y | -38.7% | +125.2% | -163.9% | -55.6% |
| 10Y | +221.3% | +237.7% | -16.3% | +83.7% |
| All | +14,280.4% | +1,357.3% | +12,923.1% | +3,429.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling