-34.1%
INTU vs DBX
+26.6%
-60.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.4% | +0.4% |
| 7D | +0.1% | -3.3% | +3.3% | +1.4% |
| 30D | +10.1% | -5.9% | +15.9% | +13.1% |
| 3M | -4.2% | -6.7% | +2.5% | -1.3% |
| 6M | -7.2% | +28.0% | -35.2% | -15.5% |
| YTD | -47.7% | +20.6% | -68.3% | -51.8% |
| 1Y | -46.7% | +10.3% | -57.0% | -49.6% |
| 3Y | -34.1% | +24.0% | -58.1% | -44.1% |
| All | -34.1% | +26.6% | -60.6% | -44.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling