-41.7%
INTU vs HSY
+13.1%
-54.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.2% | -4.1% |
| 7D | -7.5% | -1.6% | -6.0% | -7.4% |
| 30D | -1.9% | -4.2% | +2.3% | -1.5% |
| 3M | +4.9% | -0.7% | +5.6% | +5.1% |
| 6M | -33.2% | -21.8% | -11.4% | -32.0% |
| YTD | -51.4% | -2.7% | -48.7% | -51.7% |
| 1Y | -52.0% | -4.8% | -47.2% | -52.1% |
| 3Y | -40.7% | -9.4% | -31.3% | -40.3% |
| 5Y | -41.7% | +11.3% | -53.0% | -41.4% |
| All | -41.7% | +13.1% | -54.9% | -41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling