-2.2%
INTU vs DASH
-2.1%
-0.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.1% |
| 7D | -1.2% | -2.8% | +1.5% | -0.7% |
| 30D | +12.4% | -9.3% | +21.7% | +15.2% |
| 3M | +2.3% | -15.1% | +17.3% | +6.7% |
| 6M | -13.3% | +8.7% | -22.1% | -16.2% |
| YTD | -47.9% | -21.3% | -26.6% | -45.0% |
| 1Y | -47.2% | -12.7% | -34.5% | -46.0% |
| 3Y | -33.9% | +103.8% | -137.7% | -48.3% |
| 5Y | -41.3% | -16.8% | -24.5% | -53.2% |
| All | -2.2% | -2.1% | -0.1% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DASH.
Daily Out/Under-Performance
Portfolio return minus DASH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DASH 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 DASH 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