+235.3%
INTU vs DAR
+288.2%
-53.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.7% | -5.6% | -2.0% |
| 7D | -3.9% | -2.8% | -1.2% | -3.4% |
| 30D | +11.7% | -12.8% | +24.5% | +15.0% |
| 3M | +4.5% | -11.6% | +16.1% | +6.8% |
| 6M | -13.9% | -16.8% | +2.9% | -11.0% |
| YTD | -48.2% | +45.9% | -94.1% | -53.9% |
| 1Y | -47.1% | +61.5% | -108.6% | -54.2% |
| 3Y | -32.5% | +23.0% | -55.5% | -40.3% |
| 5Y | -42.6% | -35.8% | -6.7% | -39.5% |
| 10Y | +235.3% | +280.4% | -45.1% | +102.5% |
| All | +235.3% | +288.2% | -53.0% | +102.5% |
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