+251.0%
DIA vs INTU
+209.2%
+41.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.8% | -0.3% |
| 7D | -1.2% | -8.5% | +7.2% | +1.3% |
| 30D | -2.7% | -6.1% | +3.4% | -1.2% |
| 3M | +3.3% | +7.3% | -4.1% | +0.2% |
| 6M | +10.4% | -33.2% | +43.7% | +21.6% |
| YTD | +10.0% | -52.2% | +62.2% | +34.6% |
| 1Y | +16.2% | -52.7% | +68.9% | +42.4% |
| 3Y | +58.7% | -41.6% | +100.4% | +74.8% |
| 5Y | +63.6% | -42.6% | +106.2% | +72.4% |
| 10Y | +251.0% | +211.0% | +40.0% | +86.4% |
| All | +251.0% | +209.2% | +41.9% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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