+10,849.8%
INTU vs DAR
+1,334.0%
+9,515.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +7.4% |
| 6M | -11.3% | -20.5% | +9.2% | -10.5% |
| YTD | -47.7% | +39.4% | -87.1% | -48.7% |
| 1Y | -47.0% | +57.2% | -104.3% | -48.3% |
| 3Y | -29.9% | +13.9% | -43.8% | -31.1% |
| 5Y | -42.2% | -40.8% | -1.4% | -41.7% |
| 10Y | +251.7% | +276.2% | -24.6% | +231.2% |
| All | +10,849.8% | +1,334.0% | +9,515.8% | +10,886.0% |
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