-47.2%
INTU vs HUT
+20.9%
-68.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.6% |
| 7D | -1.2% | -10.9% | +9.7% | -1.9% |
| 30D | +12.4% | -32.6% | +45.1% | +9.0% |
| 3M | +2.3% | -33.7% | +36.0% | -0.2% |
| 6M | -13.3% | -42.3% | +29.0% | -15.2% |
| YTD | -47.9% | +23.6% | -71.5% | -48.4% |
| 1Y | -47.2% | +20.4% | -67.5% | -47.8% |
| All | -47.2% | +20.9% | -68.1% | -47.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling