+211.0%
INTU vs HSY
+124.3%
+86.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -1.4% |
| 7D | -8.5% | -3.0% | -5.5% | -7.6% |
| 30D | -6.1% | -5.0% | -1.1% | -4.5% |
| 3M | +7.3% | -1.3% | +8.6% | +7.9% |
| 6M | -33.2% | -21.5% | -11.7% | -28.3% |
| YTD | -52.2% | -3.3% | -48.9% | -52.4% |
| 1Y | -52.7% | -5.5% | -47.2% | -52.7% |
| 3Y | -41.6% | -9.9% | -31.7% | -41.9% |
| 5Y | -42.6% | +11.3% | -54.0% | -49.9% |
| 10Y | +211.0% | +128.1% | +83.0% | +113.6% |
| All | +211.0% | +124.3% | +86.7% | +113.6% |
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