+113.0%
INTU vs HUT
+194.0%
-81.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +14.6% | -18.3% | -4.7% |
| 7D | +0.1% | -11.4% | +11.5% | +0.4% |
| 30D | +15.4% | -41.0% | +56.5% | +18.5% |
| 3M | +6.6% | -41.9% | +48.5% | +8.9% |
| 6M | -11.3% | -51.7% | +40.4% | -9.5% |
| YTD | -47.7% | +14.6% | -62.3% | -51.3% |
| 1Y | -47.0% | +21.4% | -68.4% | -51.3% |
| 3Y | -29.9% | +359.8% | -389.8% | -47.6% |
| 5Y | -42.2% | -27.5% | -14.7% | -54.7% |
| All | +113.0% | +194.0% | -81.0% | +25.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling