+1,233.2%
INTU vs DAL
+329.9%
+903.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.8% | -5.2% | -3.7% |
| 7D | -7.1% | +0.1% | -7.2% | -7.1% |
| 30D | +1.5% | -13.9% | +15.4% | +4.5% |
| 3M | +10.7% | +1.1% | +9.6% | +9.9% |
| 6M | -23.8% | +26.2% | -50.1% | -28.3% |
| YTD | -49.3% | +16.4% | -65.7% | -51.6% |
| 1Y | -49.7% | +33.9% | -83.5% | -53.5% |
| 3Y | -38.0% | +93.4% | -131.4% | -48.5% |
| 5Y | -38.7% | +106.4% | -145.1% | -50.4% |
| 10Y | +221.3% | +143.0% | +78.4% | +137.5% |
| All | +1,233.2% | +329.9% | +903.2% | +639.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling