-47.0%
INTU vs HST
+57.3%
-104.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.7% | -3.8% |
| 7D | +0.1% | -2.7% | +2.8% | +0.2% |
| 30D | +15.4% | +10.7% | +4.7% | +15.6% |
| 3M | +6.6% | +6.3% | +0.3% | +6.3% |
| 6M | -11.3% | +19.0% | -30.3% | -9.3% |
| YTD | -47.7% | +47.0% | -94.8% | -47.1% |
| 1Y | -47.0% | +53.4% | -100.5% | -47.5% |
| All | -47.0% | +57.3% | -104.3% | -47.5% |
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