-41.7%
INTU vs DBX
+7.2%
-48.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.9% | -1.2% | -2.5% |
| 7D | -7.5% | -1.3% | -6.2% | -6.8% |
| 30D | -1.9% | -2.9% | +0.9% | -0.3% |
| 3M | +4.9% | +23.8% | -19.0% | -6.7% |
| 6M | -33.2% | +26.2% | -59.4% | -41.6% |
| YTD | -51.4% | +21.6% | -73.0% | -56.5% |
| 1Y | -52.0% | +11.4% | -63.4% | -55.4% |
| 3Y | -40.7% | +21.3% | -62.0% | -51.2% |
| 5Y | -41.7% | +6.7% | -48.4% | -53.6% |
| All | -41.7% | +7.2% | -48.9% | -53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling