-49.7%
INTU vs HST
+38.1%
-87.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.6% | -3.4% |
| 7D | -7.1% | -1.0% | -6.1% | -7.1% |
| 30D | +1.5% | -12.3% | +13.7% | +0.8% |
| 3M | +10.7% | -6.4% | +17.0% | +10.9% |
| 6M | -23.8% | +15.0% | -38.8% | -22.9% |
| YTD | -49.3% | +30.5% | -79.8% | -49.3% |
| 1Y | -49.7% | +35.7% | -85.3% | -51.2% |
| All | -49.7% | +38.1% | -87.8% | -51.2% |
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