+61.6%
DIA vs INTU
-37.9%
+99.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.8% | -0.1% |
| 7D | -0.2% | -7.1% | +6.9% | +0.7% |
| 30D | -1.5% | +1.5% | -3.0% | -1.8% |
| 3M | +3.8% | +10.7% | -6.9% | +2.2% |
| 6M | +10.3% | -23.8% | +34.1% | +13.8% |
| YTD | +12.1% | -49.3% | +61.4% | +26.5% |
| 1Y | +18.6% | -49.7% | +68.3% | +33.8% |
| All | +61.6% | -37.9% | +99.5% | +68.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling