+237.9%
INTU vs DAR
+269.9%
-32.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +1.1% |
| 7D | -1.2% | -3.8% | +2.6% | -0.4% |
| 30D | +12.4% | -14.4% | +26.9% | +16.2% |
| 3M | +2.3% | -17.9% | +20.2% | +6.4% |
| 6M | -13.3% | -18.3% | +5.0% | -10.0% |
| YTD | -47.9% | +43.2% | -91.1% | -53.4% |
| 1Y | -47.2% | +57.7% | -104.9% | -54.0% |
| 3Y | -33.9% | +22.7% | -56.6% | -41.6% |
| 5Y | -41.3% | -34.0% | -7.3% | -38.8% |
| 10Y | +237.9% | +279.5% | -41.6% | +104.8% |
| All | +237.9% | +269.9% | -32.1% | +104.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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