+249.2%
DIA vs INTU
+223.2%
+26.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.8% | +0.5% |
| 7D | -0.2% | -7.1% | +6.9% | +1.9% |
| 30D | -1.5% | +1.5% | -3.0% | -2.3% |
| 3M | +3.8% | +10.7% | -6.9% | -0.3% |
| 6M | +10.3% | -23.8% | +34.1% | +16.3% |
| YTD | +12.1% | -49.3% | +61.4% | +34.9% |
| 1Y | +18.6% | -49.7% | +68.3% | +42.8% |
| 3Y | +60.6% | -38.0% | +98.6% | +73.8% |
| 5Y | +64.4% | -38.7% | +103.2% | +69.8% |
| All | +249.2% | +223.2% | +26.1% | +83.4% |
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