-33.9%
INTU vs DAL
+183.7%
-217.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.2% | +0.6% |
| 7D | -1.2% | +10.7% | -12.0% | -2.7% |
| 30D | +12.4% | +12.5% | -0.1% | +10.4% |
| 3M | +2.3% | +3.6% | -1.4% | +1.5% |
| 6M | -13.3% | +26.7% | -40.0% | -16.9% |
| YTD | -47.9% | +34.3% | -82.2% | -50.8% |
| 1Y | -47.2% | +59.1% | -106.3% | -51.9% |
| 3Y | -33.9% | +179.9% | -213.8% | -50.8% |
| All | -33.9% | +183.7% | -217.6% | -50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling