-41.2%
INTU vs DAL
+116.7%
-157.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.9% |
| 7D | -3.9% | +2.3% | -6.3% | -4.6% |
| 30D | +12.0% | +14.3% | -2.3% | +7.8% |
| 3M | +2.3% | +1.3% | +1.0% | +1.6% |
| 6M | -12.1% | +29.3% | -41.4% | -19.4% |
| YTD | -47.5% | +33.0% | -80.5% | -52.9% |
| 1Y | -46.9% | +59.8% | -106.7% | -55.2% |
| 3Y | -33.5% | +177.2% | -210.7% | -58.7% |
| 5Y | -41.2% | +118.4% | -159.6% | -62.4% |
| All | -41.2% | +116.7% | -157.9% | -62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling