-49.7%
INTU vs HSY
-3.5%
-46.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -3.3% |
| 7D | -7.1% | -3.3% | -3.8% | -7.0% |
| 30D | +1.5% | -2.8% | +4.3% | +1.7% |
| 3M | +10.7% | -4.5% | +15.1% | +10.2% |
| 6M | -23.8% | -24.2% | +0.4% | -27.5% |
| YTD | -49.3% | -2.7% | -46.6% | -49.7% |
| 1Y | -49.7% | -3.7% | -45.9% | -49.4% |
| All | -49.7% | -3.5% | -46.1% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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