+217.8%
INTU vs HUBS
+323.9%
-106.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.5% |
| 7D | -3.3% | -9.0% | +5.6% | +0.5% |
| 30D | -3.9% | +7.2% | -11.2% | -7.0% |
| 3M | +16.6% | +20.9% | -4.2% | +5.7% |
| 6M | -26.4% | -13.0% | -13.4% | -24.8% |
| YTD | -51.0% | -43.8% | -7.1% | -40.7% |
| 1Y | -50.8% | -54.6% | +3.9% | -36.1% |
| 3Y | -40.1% | -58.5% | +18.4% | -23.1% |
| 5Y | -41.2% | -66.4% | +25.2% | -25.6% |
| All | +217.8% | +323.9% | -106.1% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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