-1.9%
INTU vs DASH
-1.3%
-0.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.1% | -3.6% | -3.7% |
| 7D | +0.1% | +0.4% | -0.3% | -0.2% |
| 30D | +15.4% | -6.0% | +21.5% | +17.1% |
| 3M | +6.6% | -15.8% | +22.3% | +11.4% |
| 6M | -11.3% | +7.0% | -18.3% | -13.8% |
| YTD | -47.7% | -20.7% | -27.1% | -44.9% |
| 1Y | -47.0% | -8.5% | -38.5% | -46.5% |
| 3Y | -29.9% | +101.8% | -131.7% | -45.1% |
| 5Y | -42.2% | -9.6% | -32.6% | -54.4% |
| All | -1.9% | -1.3% | -0.6% | -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