-29.9%
INTU vs DAR
+11.9%
-41.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.0% | -2.8% | -3.7% |
| 7D | +0.1% | -9.9% | +10.1% | +0.6% |
| 30D | +15.4% | -16.4% | +31.8% | +16.3% |
| 3M | +6.6% | -17.1% | +23.6% | +7.3% |
| 6M | -11.3% | -20.5% | +9.2% | -10.6% |
| YTD | -47.7% | +39.4% | -87.1% | -49.5% |
| 1Y | -47.0% | +57.2% | -104.3% | -49.5% |
| 3Y | -29.9% | +13.9% | -43.8% | -32.7% |
| All | -29.9% | +11.9% | -41.8% | -32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling