+111.0%
INTU vs HUT
+218.4%
-107.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +8.3% | -9.3% | -1.5% |
| 7D | -3.9% | +3.7% | -7.6% | -4.7% |
| 30D | +11.7% | -32.3% | +44.1% | +13.7% |
| 3M | +4.5% | -35.6% | +40.1% | +6.0% |
| 6M | -13.9% | -42.1% | +28.2% | -13.2% |
| YTD | -48.2% | +24.1% | -72.3% | -52.0% |
| 1Y | -47.1% | +27.9% | -75.0% | -51.5% |
| 3Y | -32.5% | +409.1% | -441.6% | -49.9% |
| 5Y | -42.6% | -25.9% | -16.6% | -55.0% |
| All | +111.0% | +218.4% | -107.4% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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