+1,105.4%
DIA vs INTU
+6,216.6%
-5,111.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | +1.6% | -4.1% | +5.7% | +2.4% |
| 30D | +1.2% | +12.8% | -11.6% | -1.4% |
| 3M | -2.4% | +2.1% | -4.5% | -3.3% |
| 6M | +5.7% | -11.5% | +17.1% | +6.4% |
| YTD | +9.9% | -47.9% | +57.9% | +22.2% |
| 1Y | +9.8% | -47.7% | +57.5% | +21.8% |
| 3Y | +59.8% | -34.0% | +93.7% | +66.7% |
| 5Y | +57.7% | -43.5% | +101.2% | +65.8% |
| 10Y | +235.8% | +231.1% | +4.7% | +148.3% |
| All | +1,105.4% | +6,216.6% | -5,111.2% | +381.3% |
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