-4.8%
INTU vs DASH
+16.3%
-21.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.6% | +1.3% | -2.0% |
| 7D | -7.1% | -10.6% | +3.5% | -4.0% |
| 30D | +1.5% | +2.2% | -0.7% | +0.8% |
| 3M | +10.7% | +32.3% | -21.6% | +1.5% |
| 6M | -23.8% | +19.1% | -43.0% | -28.0% |
| YTD | -49.3% | -6.5% | -42.8% | -48.8% |
| 1Y | -49.7% | -14.9% | -34.8% | -48.5% |
| 3Y | -38.0% | +151.9% | -190.0% | -54.4% |
| 5Y | -38.7% | +9.4% | -48.2% | -53.8% |
| All | -4.8% | +16.3% | -21.2% | -29.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling