+235.3%
INTU vs DAL
+136.2%
+99.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.3% | -6.2% | -2.3% |
| 7D | -3.9% | +10.0% | -14.0% | -6.3% |
| 30D | +11.7% | +12.0% | -0.3% | +8.3% |
| 3M | +4.5% | +0.8% | +3.7% | +3.9% |
| 6M | -13.9% | +26.2% | -40.1% | -19.9% |
| YTD | -48.2% | +33.7% | -81.9% | -53.1% |
| 1Y | -47.1% | +57.6% | -104.7% | -54.3% |
| 3Y | -32.5% | +183.5% | -216.0% | -53.0% |
| 5Y | -42.6% | +114.2% | -156.7% | -57.7% |
| 10Y | +235.3% | +128.1% | +107.2% | +132.6% |
| All | +235.3% | +136.2% | +99.1% | +132.6% |
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