+237.9%
INTU vs HSY
+121.1%
+116.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | -1.2% | +3.8% | -5.1% | -2.5% |
| 30D | +12.4% | +6.9% | +5.6% | +10.1% |
| 3M | +2.3% | -4.1% | +6.3% | +3.7% |
| 6M | -13.3% | -5.0% | -8.3% | -12.1% |
| YTD | -47.9% | -2.3% | -45.6% | -48.3% |
| 1Y | -47.2% | +6.1% | -53.2% | -49.2% |
| 3Y | -33.9% | -0.7% | -33.2% | -37.1% |
| 5Y | -41.3% | +9.9% | -51.2% | -48.3% |
| 10Y | +237.9% | +127.8% | +110.1% | +138.2% |
| All | +237.9% | +121.1% | +116.8% | +138.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling