+14,729.7%
INTU vs HST
+1,830.4%
+12,899.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.7% | -3.7% |
| 7D | +0.1% | -2.7% | +2.8% | +0.8% |
| 30D | +15.4% | +10.7% | +4.7% | +12.3% |
| 3M | +6.6% | +6.3% | +0.3% | +4.8% |
| 6M | -11.3% | +19.0% | -30.3% | -15.6% |
| YTD | -47.7% | +47.0% | -94.8% | -53.2% |
| 1Y | -47.0% | +53.4% | -100.5% | -53.2% |
| 3Y | -29.9% | +78.0% | -107.9% | -41.0% |
| 5Y | -42.2% | +71.7% | -113.9% | -51.1% |
| 10Y | +251.7% | +146.2% | +105.5% | +156.2% |
| All | +14,729.7% | +1,830.4% | +12,899.2% | +6,787.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling