+14,671.9%
INTU vs HRB
+1,406.9%
+13,265.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -4.1% | -7.8% | +3.6% | -1.5% |
| 30D | +12.8% | +15.7% | -2.9% | +7.6% |
| 3M | +2.1% | -5.5% | +7.6% | +4.1% |
| 6M | -11.5% | +41.1% | -52.6% | -20.8% |
| YTD | -47.9% | +20.4% | -68.3% | -51.4% |
| 1Y | -47.7% | +15.2% | -62.9% | -50.6% |
| 3Y | -34.0% | +24.3% | -58.3% | -40.3% |
| 5Y | -43.5% | +144.7% | -188.2% | -60.0% |
| 10Y | +231.1% | +227.8% | +3.3% | +91.8% |
| All | +14,671.9% | +1,406.9% | +13,265.0% | +3,490.7% |
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