+243.1%
INTU vs DAL
+127.0%
+116.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.2% | -5.9% | -4.3% |
| 7D | +0.1% | +8.8% | -8.7% | -2.0% |
| 30D | +15.4% | +5.4% | +10.0% | +13.7% |
| 3M | +6.6% | -4.9% | +11.5% | +7.6% |
| 6M | -11.3% | +19.8% | -31.2% | -16.4% |
| YTD | -47.7% | +27.0% | -74.7% | -52.0% |
| 1Y | -47.0% | +52.5% | -99.5% | -53.8% |
| 3Y | -29.9% | +173.8% | -203.8% | -50.8% |
| 5Y | -42.2% | +104.5% | -146.8% | -56.9% |
| All | +243.1% | +127.0% | +116.1% | +141.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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