+14,280.4%
INTU vs D
+1,333.8%
+12,946.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -2.9% | -3.2% |
| 7D | -7.1% | +1.5% | -8.5% | -7.5% |
| 30D | +1.5% | -2.6% | +4.0% | +2.3% |
| 3M | +10.7% | 0.0% | +10.7% | +10.6% |
| 6M | -23.8% | +7.4% | -31.2% | -26.2% |
| YTD | -49.3% | +15.9% | -65.2% | -52.3% |
| 1Y | -49.7% | +18.1% | -67.8% | -53.1% |
| 3Y | -38.0% | +58.4% | -96.4% | -49.1% |
| 5Y | -38.7% | +5.2% | -43.9% | -42.2% |
| 10Y | +221.3% | +35.9% | +185.5% | +173.4% |
| All | +14,280.4% | +1,333.8% | +12,946.7% | +6,476.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling