+14,779.2%
INTU vs HSY
+2,715.4%
+12,063.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.3% |
| 7D | -3.9% | +1.1% | -5.0% | -4.2% |
| 30D | +12.0% | +7.7% | +4.3% | +9.9% |
| 3M | +2.3% | -2.3% | +4.6% | +3.0% |
| 6M | -12.1% | -5.3% | -6.8% | -10.9% |
| YTD | -47.5% | -0.9% | -46.7% | -47.9% |
| 1Y | -46.9% | +5.2% | -52.1% | -48.2% |
| 3Y | -33.5% | +0.7% | -34.2% | -35.7% |
| 5Y | -41.2% | +12.2% | -53.4% | -45.4% |
| 10Y | +233.5% | +131.1% | +102.4% | +154.9% |
| All | +14,779.2% | +2,715.4% | +12,063.8% | +6,649.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling