+14,280.4%
INTU vs HST
+1,613.5%
+12,666.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.6% | -3.4% |
| 7D | -7.1% | -1.0% | -6.1% | -6.8% |
| 30D | +1.5% | -12.3% | +13.7% | +4.9% |
| 3M | +10.7% | -6.4% | +17.0% | +12.4% |
| 6M | -23.8% | +15.0% | -38.8% | -27.1% |
| YTD | -49.3% | +30.5% | -79.8% | -53.2% |
| 1Y | -49.7% | +35.7% | -85.3% | -54.1% |
| 3Y | -38.0% | +68.4% | -106.4% | -47.1% |
| 5Y | -38.7% | +73.1% | -111.9% | -48.3% |
| 10Y | +221.3% | +92.7% | +128.6% | +149.0% |
| All | +14,280.4% | +1,613.5% | +12,666.9% | +6,793.9% |
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