+96.7%
INTU vs DBX
+19.3%
+77.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.3% | -3.9% | -2.5% |
| 7D | -8.5% | +0.3% | -8.7% | -8.6% |
| 30D | -6.1% | 0.0% | -6.1% | -6.1% |
| 3M | +7.3% | +26.1% | -18.8% | -2.6% |
| 6M | -33.2% | +29.4% | -62.6% | -40.3% |
| YTD | -52.2% | +24.4% | -76.6% | -56.4% |
| 1Y | -52.7% | +10.9% | -63.5% | -55.1% |
| 3Y | -41.6% | +24.1% | -65.7% | -49.0% |
| 5Y | -42.6% | +7.8% | -50.4% | -48.7% |
| All | +96.7% | +19.3% | +77.5% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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