+14,280.4%
INTU vs HSY
+2,663.0%
+11,617.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -3.1% |
| 7D | -7.1% | -3.3% | -3.8% | -6.3% |
| 30D | +1.5% | -2.8% | +4.3% | +2.2% |
| 3M | +10.7% | -4.5% | +15.1% | +12.0% |
| 6M | -23.8% | -24.2% | +0.4% | -18.4% |
| YTD | -49.3% | -2.7% | -46.6% | -49.4% |
| 1Y | -49.7% | -3.7% | -45.9% | -49.8% |
| 3Y | -38.0% | -11.5% | -26.5% | -37.9% |
| 5Y | -38.7% | +10.3% | -49.1% | -42.9% |
| 10Y | +221.3% | +122.1% | +99.2% | +147.8% |
| All | +14,280.4% | +2,663.0% | +11,617.4% | +6,453.0% |
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