+113.1%
INTU vs HUT
+221.4%
-108.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -7.1% | +7.6% | +0.9% |
| 7D | +0.1% | +9.3% | -9.3% | -0.6% |
| 30D | +10.1% | -23.1% | +33.2% | +11.1% |
| 3M | -4.2% | -30.6% | +26.4% | -3.3% |
| 6M | -7.2% | -46.9% | +39.6% | -5.9% |
| YTD | -47.7% | +25.3% | -73.0% | -51.6% |
| 1Y | -46.7% | +59.8% | -106.5% | -52.0% |
| 3Y | -34.1% | +467.2% | -501.3% | -51.5% |
| 5Y | -43.3% | -24.6% | -18.6% | -55.7% |
| All | +113.1% | +221.4% | -108.3% | +25.1% |
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