-40.0%
INTU vs DAL
+103.7%
-143.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.3% | +3.8% | +0.7% |
| 7D | +7.1% | +4.6% | +2.6% | +5.8% |
| 30D | +23.0% | +2.3% | +20.7% | +22.0% |
| 3M | +8.7% | -8.1% | +16.8% | +10.8% |
| 6M | -10.1% | +21.4% | -31.5% | -16.1% |
| YTD | -45.7% | +24.3% | -70.0% | -50.3% |
| 1Y | -45.1% | +47.4% | -92.5% | -52.6% |
| 3Y | -26.9% | +164.6% | -191.5% | -54.2% |
| 5Y | -40.0% | +100.2% | -140.2% | -60.8% |
| All | -40.0% | +103.7% | -143.6% | -60.8% |
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 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