+10,807.2%
INTU vs DAR
+1,481.7%
+9,325.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -0.8% |
| 7D | -4.1% | +9.2% | -13.3% | -4.5% |
| 30D | +12.8% | -12.3% | +25.1% | +13.5% |
| 3M | +2.1% | -12.7% | +14.8% | +2.6% |
| 6M | -11.5% | -12.8% | +1.3% | -11.1% |
| YTD | -47.9% | +53.8% | -101.7% | -49.1% |
| 1Y | -47.7% | +60.3% | -108.0% | -49.0% |
| 3Y | -34.0% | +31.7% | -65.7% | -35.5% |
| 5Y | -43.5% | -27.7% | -15.8% | -43.5% |
| 10Y | +231.1% | +309.8% | -78.7% | +210.5% |
| All | +10,807.2% | +1,481.7% | +9,325.4% | +10,792.4% |
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