-45.2%
INTU vs HST
+76.4%
-121.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.2% | +3.5% |
| 7D | +8.7% | +3.3% | +5.3% | +8.7% |
| 30D | +25.9% | +16.4% | +9.5% | +25.9% |
| 3M | +10.7% | +5.5% | +5.3% | +9.9% |
| 6M | -11.6% | +31.1% | -42.7% | -9.7% |
| YTD | -45.4% | +55.9% | -101.3% | -44.8% |
| 1Y | -45.2% | +75.6% | -120.8% | -46.5% |
| All | -45.2% | +76.4% | -121.6% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 1y: compounded portfolio wealth divided by compounded HST 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…
1y analysis · Full analysis span regression · 6 months rolling