+10,518.1%
INTU vs DAR
+1,762.6%
+8,755.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.3% |
| 7D | -7.1% | +1.4% | -8.4% | -7.1% |
| 30D | +1.5% | +12.8% | -11.3% | +0.8% |
| 3M | +10.7% | +7.4% | +3.3% | +10.2% |
| 6M | -23.8% | +22.3% | -46.1% | -24.7% |
| YTD | -49.3% | +81.1% | -130.4% | -50.8% |
| 1Y | -49.7% | +106.5% | -156.2% | -51.5% |
| 3Y | -38.0% | +5.3% | -43.3% | -38.8% |
| 5Y | -38.7% | -11.5% | -27.2% | -39.2% |
| 10Y | +221.3% | +353.3% | -132.0% | +199.8% |
| All | +10,518.1% | +1,762.6% | +8,755.5% | +10,433.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling