+1,081.8%
DIA vs INTU
+6,241.3%
-5,159.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | +0.4% |
| 7D | -0.9% | +0.1% | -1.1% | -1.0% |
| 30D | +0.3% | +15.4% | -15.2% | -2.8% |
| 3M | -4.5% | +6.6% | -11.1% | -6.2% |
| 6M | +3.4% | -11.3% | +14.7% | +4.0% |
| YTD | +7.8% | -47.7% | +55.5% | +19.7% |
| 1Y | +10.7% | -47.0% | +57.8% | +22.6% |
| 3Y | +57.5% | -29.9% | +87.5% | +62.3% |
| 5Y | +53.7% | -42.2% | +95.9% | +60.8% |
| 10Y | +247.2% | +251.7% | -4.5% | +154.0% |
| All | +1,081.8% | +6,241.3% | -5,159.5% | +371.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling