+211.1%
INTU vs DAR
+367.0%
-155.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.9% | -7.1% | -4.8% |
| 7D | -7.5% | -0.9% | -6.7% | -7.4% |
| 30D | -1.9% | +13.0% | -14.9% | -5.0% |
| 3M | +4.9% | +15.0% | -10.1% | +0.7% |
| 6M | -33.2% | +26.8% | -60.1% | -37.6% |
| YTD | -51.4% | +86.4% | -137.8% | -59.0% |
| 1Y | -52.0% | +115.1% | -167.1% | -61.2% |
| 3Y | -40.7% | +14.6% | -55.3% | -45.3% |
| 5Y | -41.7% | -8.8% | -32.9% | -43.8% |
| 10Y | +211.1% | +356.5% | -145.4% | +76.9% |
| All | +211.1% | +367.0% | -155.9% | +76.9% |
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